Ballentine Partners’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
40,994
+7,795
| +23% | +$388K | 0.03% | 192 |
|
|
2025
Q1 | $1.11M | Buy |
33,199
+4,091
| +14% | +$137K | 0.02% | 273 |
|
|
2024
Q4 | $910K | Sell |
29,108
-689
| -2% | -$21.5K | 0.02% | 308 |
|
|
2024
Q3 | $1.06M | Buy |
29,797
+3,744
| +14% | +$134K | 0.02% | 267 |
|
|
2024
Q2 | $835K | Sell |
26,053
-4,426
| -15% | -$142K | 0.02% | 299 |
|
|
2024
Q1 | $988K | Buy |
30,479
+9,279
| +44% | +$301K | 0.02% | 252 |
|
|
2023
Q4 | $641K | Buy |
21,200
+3,843
| +22% | +$116K | 0.01% | 315 |
|
|
2023
Q3 | $476K | Buy |
17,357
+3,632
| +26% | +$99.6K | 0.01% | 329 |
|
|
2023
Q2 | $370K | Buy |
13,725
+6,046
| +79% | +$163K | 0.01% | 390 |
|
|
2023
Q1 | $202K | Buy |
+7,679
| New | +$202K | 0.01% | 526 |
|
|
2022
Q2 | – | Sell |
-5,570
| Closed | -$210K | – | 488 |
|
|
2022
Q1 | $210K | Buy |
+5,570
| New | +$210K | 0.01% | 425 |
|