BWP
Baldwin Wealth Partners’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,780
| Closed | -$158K | – | 1002 |
|
|
2024
Q3 | $158K | Buy |
15,780
+15,328
| +3,391% | +$154K | 0.01% | 361 |
|
|
2024
Q2 | $4.01K | Hold |
452
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $4.02K | Hold |
452
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $3.93K | Hold |
452
| – | – | ﹤0.01% | 634 |
|
|
2023
Q3 | $4.29K | Hold |
452
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $4.27K | Hold |
452
| – | – | ﹤0.01% | 661 |
|
|
2023
Q1 | $4.99K | Hold |
452
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $4.57K | Buy |
+452
| New | +$4.57K | ﹤0.01% | 668 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 530 |
|
|
2019
Q1 | $0 | Sell |
4
-22
| -85% | – | ﹤0.01% | 532 |
|
|
2018
Q4 | $1K | Sell |
26
-12,524
| -100% | -$482K | ﹤0.01% | 494 |
|
|
2018
Q3 | $272K | Sell |
12,550
-484
| -4% | -$10.5K | 0.04% | 177 |
|
|
2018
Q2 | $317K | Hold |
13,034
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $363K | Sell |
13,034
-5,436
| -29% | -$151K | 0.06% | 149 |
|
|
2017
Q4 | $589K | Buy |
18,470
+695
| +4% | +$22.2K | 0.09% | 115 |
|
|
2017
Q3 | $506K | Hold |
17,775
| – | – | 0.08% | 119 |
|
|
2017
Q2 | $511K | Sell |
17,775
-295
| -2% | -$8.48K | 0.08% | 121 |
|
|
2017
Q1 | $478K | Sell |
18,070
-8,852
| -33% | -$234K | 0.08% | 130 |
|
|
2016
Q4 | $658K | Buy |
26,922
+6,605
| +33% | +$161K | 0.12% | 108 |
|
|
2016
Q3 | $592K | Hold |
20,317
| – | – | 0.11% | 111 |
|
|
2016
Q2 | $628K | Sell |
20,317
-18,901
| -48% | -$584K | 0.13% | 99 |
|
|
2016
Q1 | $1.26M | Sell |
39,218
-1,616
| -4% | -$51.8K | 0.23% | 98 |
|
|
2015
Q4 | $1.32M | Sell |
40,834
-2,494
| -6% | -$80.4K | 0.21% | 97 |
|
|
2015
Q3 | $1.38M | Buy |
43,328
+18,780
| +77% | +$596K | 0.23% | 93 |
|
|
2015
Q2 | $895K | Sell |
24,548
-3,050
| -11% | -$111K | 0.13% | 135 |
|
|
2015
Q1 | $902K | Sell |
27,598
-367
| -1% | -$12K | 0.13% | 136 |
|
|
2014
Q4 | $956K | Buy |
27,965
+7,476
| +36% | +$256K | 0.14% | 138 |
|
|
2014
Q3 | $674K | Buy |
20,489
+11,250
| +122% | +$370K | 0.1% | 162 |
|
|
2014
Q2 | $308K | Sell |
9,239
-68,502
| -88% | -$2.28M | 0.05% | 197 |
|
|
2014
Q1 | $2.86M | Sell |
77,741
-52,896
| -40% | -$1.95M | 0.46% | 53 |
|
|
2013
Q4 | $5.14M | Buy |
130,637
+3,465
| +3% | +$136K | 0.82% | 41 |
|
|
2013
Q3 | $4.47M | Sell |
127,172
-18,401
| -13% | -$647K | 0.82% | 43 |
|
|
2013
Q2 | $4.18M | Buy |
+145,573
| New | +$4.18M | 0.83% | 42 |
|