Advisory Research’s Wolfspeed WOLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,638
Closed -$251K 405
2022
Q4
$251K Sell
3,638
-2,307
-39% -$159K 0.02% 318
2022
Q3
$614K Buy
5,945
+2,179
+58% +$225K 0.06% 215
2022
Q2
$239K Sell
3,766
-2,677
-42% -$170K 0.02% 298
2022
Q1
$734K Sell
6,443
-5,272
-45% -$601K 0.06% 215
2021
Q4
$1.31M Buy
11,715
+9,172
+361% +$1.02M 0.1% 173
2021
Q3
$205K Hold
2,543
0.01% 314
2021
Q2
$249K Sell
2,543
-6,683
-72% -$654K 0.02% 316
2021
Q1
$998K Buy
9,226
+1,391
+18% +$150K 0.07% 207
2020
Q4
$830K Buy
7,835
+2,804
+56% +$297K 0.06% 213
2020
Q3
$321K Sell
5,031
-6,550
-57% -$418K 0.03% 270
2020
Q2
$685K Buy
+11,581
New +$685K 0.06% 212
2019
Q4
Sell
-15,052
Closed -$738K 353
2019
Q3
$738K Sell
15,052
-7,361
-33% -$361K 0.04% 218
2019
Q2
$1.26M Sell
22,413
-588
-3% -$33K 0.02% 232
2019
Q1
$1.32M Buy
23,001
+9,609
+72% +$550K 0.03% 218
2018
Q4
$573K Buy
+13,392
New +$573K 0.01% 283
2018
Q3
Sell
-12,298
Closed -$511K 392
2018
Q2
$511K Buy
+12,298
New +$511K 0.01% 311