Allworth Financial’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14K | Buy |
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|
2025
Q1 | $4.49K | Buy |
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|
2024
Q4 | $5.91K | Sell |
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|
2024
Q3 | $8.12K | Sell |
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|
2024
Q2 | $11.4K | Buy |
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|
2024
Q1 | $6.56K | Sell |
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|
2023
Q4 | $7.08K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $16.1K | Hold |
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|
2022
Q3 | $12K | Buy |
|