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Aprio Wealth Management’s Woori Financial WF Stock Holding History

Aprio Wealth Management’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Sell
11,420
-182
-2% -$9.05K 0.06% 169
2025
Q1 		$387K Buy
11,602
+4,375
+61% +$146K 0.05% 220
2024
Q4 		$226K Buy
7,227
+1,131
+19% +$35.3K 0.03% 279
2024
Q3 		$218K Buy
+6,096
New +$218K 0.03% 255