BWAM
Boyd Watterson Asset Management’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48K | Hold |
185
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $7.02K | Hold |
185
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $9.51K | Hold |
185
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $9.47K | Sell |
185
-4
| -2% | -$205 | ﹤0.01% | 311 |
|
|
2024
Q2 | $8.65K | Hold |
189
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $8.96K | Hold |
189
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $8.99K | Hold |
189
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $8.43K | Hold |
189
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $9.88K | Hold |
189
| – | – | ﹤0.01% | 306 |
|
|
2023
Q1 | $11.2K | Hold |
189
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $9.29K | Buy |
+189
| New | +$9.29K | ﹤0.01% | 313 |
|
|
2017
Q3 | – | Sell |
-1,964
| Closed | -$207K | – | 157 |
|
|
2017
Q2 | $207K | Buy |
1,964
+2
| +0.1% | +$211 | 0.11% | 144 |
|
|
2017
Q1 | $215K | Sell |
1,962
-85
| -4% | -$9.31K | 0.11% | 139 |
|
|
2016
Q4 | $227K | Sell |
2,047
-1,253
| -38% | -$139K | 0.12% | 133 |
|
|
2016
Q3 | $388K | Sell |
3,300
-1,427
| -30% | -$168K | 0.19% | 114 |
|
|
2016
Q2 | $494K | Sell |
4,727
-55
| -1% | -$5.75K | 0.23% | 111 |
|
|
2016
Q1 | $557K | Buy |
4,782
+55
| +1% | +$6.41K | 0.27% | 98 |
|
|
2015
Q4 | $542K | Sell |
4,727
-209
| -4% | -$24K | 0.26% | 97 |
|
|
2015
Q3 | $513K | Sell |
4,936
-14
| -0.3% | -$1.46K | 0.22% | 104 |
|
|
2015
Q2 | $558K | Hold |
4,950
| – | – | 0.22% | 104 |
|
|
2015
Q1 | $563K | Buy |
4,950
+292
| +6% | +$33.2K | 0.23% | 104 |
|
|
2014
Q4 | $485K | Sell |
4,658
-681
| -13% | -$70.9K | 0.21% | 111 |
|
|
2014
Q3 | $536K | Hold |
5,339
| – | – | 0.23% | 110 |
|
|
2014
Q2 | $582K | Sell |
5,339
-25
| -0.5% | -$2.73K | 0.25% | 102 |
|
|
2014
Q1 | $553K | Buy |
5,364
+321
| +6% | +$33.1K | 0.26% | 105 |
|
|
2013
Q4 | $579K | Buy |
5,043
+718
| +17% | +$82.4K | 0.27% | 94 |
|
|
2013
Q3 | $445K | Buy |
4,325
+424
| +11% | +$43.6K | 0.21% | 114 |
|
|
2013
Q2 | $333K | Buy |
+3,901
| New | +$333K | 0.17% | 129 |
|