Barlow Wealth Partners’s Cactus WHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-270,435
Closed -$17.1M 145
2024
Q4
$17.1M Buy
270,435
+11,968
+5% +$756K 2.16% 20
2024
Q3
$16.6M Buy
258,467
+3,960
+2% +$254K 2.17% 16
2024
Q2
$14.6M Buy
+254,507
New +$14.6M 2.01% 19