Baldwin Wealth Partners’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,950
| Closed | -$114K | – | 523 |
|
2024
Q3 | $114K | Hold |
4,950
| – | – | 0.01% | 402 |
|
2024
Q2 | $110K | Hold |
4,950
| – | – | 0.01% | 250 |
|
2024
Q1 | $118K | Sell |
4,950
-1,200
| -20% | -$28.5K | 0.01% | 256 |
|
2023
Q4 | $138K | Hold |
6,150
| – | – | 0.01% | 242 |
|
2023
Q3 | $136K | Sell |
6,150
-5,100
| -45% | -$113K | 0.01% | 262 |
|
2023
Q2 | $280K | Sell |
11,250
-250
| -2% | -$6.22K | 0.02% | 210 |
|
2023
Q1 | $315K | Sell |
11,500
-700
| -6% | -$19.2K | 0.03% | 201 |
|
2022
Q4 | $351K | Buy |
+12,200
| New | +$351K | 0.03% | 188 |
|