Allworth Financial’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221 Hold
2025
Q1
$379 Sell
2024
Q4
$963 Hold
2024
Q3
$1.14K Buy
2024
Q2
$181 Hold
2024
Q1
$165 Hold
2023
Q4
$259 Hold
2023
Q3
$427 Hold
2023
Q2
$334 Hold
2023
Q1
$316 Hold
2022
Q4
$552 Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Buy