BWP
Baldwin Wealth Partners’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,231
| Closed | -$52.7K | – | 520 |
|
2024
Q3 | $52.7K | Hold |
1,231
| – | – | ﹤0.01% | 539 |
|
2024
Q2 | $44.9K | Hold |
1,231
| – | – | ﹤0.01% | 367 |
|
2024
Q1 | $45.8K | Hold |
1,231
| – | – | ﹤0.01% | 377 |
|
2023
Q4 | $42.5K | Hold |
1,231
| – | – | ﹤0.01% | 395 |
|
2023
Q3 | $31.2K | Hold |
1,231
| – | – | ﹤0.01% | 455 |
|
2023
Q2 | $32.3K | Hold |
1,231
| – | – | ﹤0.01% | 471 |
|
2023
Q1 | $32.8K | Hold |
1,231
| – | – | ﹤0.01% | 476 |
|
2022
Q4 | $40.4K | Hold |
1,231
| – | – | ﹤0.01% | 442 |
|
2022
Q3 | $39K | Hold |
1,231
| – | – | 0.01% | 359 |
|
2022
Q2 | $41K | Hold |
1,231
| – | – | 0.01% | 376 |
|
2022
Q1 | $53K | Hold |
1,231
| – | – | 0.01% | 363 |
|
2021
Q4 | $54K | Sell |
1,231
-480
| -28% | -$21.1K | 0.01% | 336 |
|
2021
Q3 | $73K | Hold |
1,711
| – | – | 0.01% | 304 |
|
2021
Q2 | $65K | Hold |
1,711
| – | – | 0.01% | 325 |
|
2021
Q1 | $64K | Hold |
1,711
| – | – | 0.01% | 315 |
|
2020
Q4 | $47K | Hold |
1,711
| – | – | 0.01% | 331 |
|
2020
Q3 | $36K | Hold |
1,711
| – | – | ﹤0.01% | 330 |
|
2020
Q2 | $33K | Hold |
1,711
| – | – | ﹤0.01% | 341 |
|
2020
Q1 | $25K | Sell |
1,711
-933
| -35% | -$13.6K | ﹤0.01% | 353 |
|
2019
Q4 | $81K | Buy |
2,644
+417
| +19% | +$12.8K | 0.01% | 259 |
|
2019
Q3 | $61K | Sell |
2,227
-13,157
| -86% | -$360K | 0.01% | 281 |
|
2019
Q2 | $429K | Sell |
15,384
-3,275
| -18% | -$91.3K | 0.06% | 133 |
|
2019
Q1 | $471K | Buy |
18,659
+16,495
| +762% | +$416K | 0.07% | 127 |
|
2018
Q4 | $51K | Hold |
2,164
| – | – | 0.01% | 279 |
|
2018
Q3 | $60K | Hold |
2,164
| – | – | 0.01% | 291 |
|
2018
Q2 | $62K | Hold |
2,164
| – | – | 0.01% | 290 |
|
2018
Q1 | $69K | Hold |
2,164
| – | – | 0.01% | 264 |
|
2017
Q4 | $66K | Hold |
2,164
| – | – | 0.01% | 274 |
|
2017
Q3 | $61K | Hold |
2,164
| – | – | 0.01% | 272 |
|
2017
Q2 | $56K | Hold |
2,164
| – | – | 0.01% | 289 |
|
2017
Q1 | $55K | Hold |
2,164
| – | – | 0.01% | 287 |
|
2016
Q4 | $58K | Hold |
2,164
| – | – | 0.01% | 280 |
|
2016
Q3 | $44K | Hold |
2,164
| – | – | 0.01% | 311 |
|
2016
Q2 | $38K | Hold |
2,164
| – | – | 0.01% | 286 |
|
2016
Q1 | $36K | Buy |
+2,164
| New | +$36K | 0.01% | 317 |
|
2014
Q3 | – | Sell |
-63,959
| Closed | -$1.37M | – | 265 |
|
2014
Q2 | $1.37M | Buy |
63,959
+477
| +0.8% | +$10.2K | 0.2% | 99 |
|
2014
Q1 | $1.46M | Buy |
63,482
+5,625
| +10% | +$129K | 0.23% | 91 |
|
2013
Q4 | $1.22M | Buy |
57,857
+278
| +0.5% | +$5.85K | 0.2% | 110 |
|
2013
Q3 | $1.04M | Buy |
+57,579
| New | +$1.04M | 0.19% | 118 |
|