BSW Wealth Partners’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
12,192
-240
| -2% | -$13.5K | 0.09% | 123 |
|
|
2025
Q1 | $647K | Buy |
12,432
+16
| +0.1% | +$833 | 0.1% | 127 |
|
|
2024
Q4 | $684K | Sell |
12,416
-509
| -4% | -$28.1K | 0.1% | 121 |
|
|
2024
Q3 | $878K | Hold |
12,925
| – | – | 0.13% | 85 |
|
|
2024
Q2 | $776K | Buy |
12,925
+93
| +0.7% | +$5.58K | 0.13% | 94 |
|
|
2024
Q1 | $864K | Sell |
12,832
-8
| -0.1% | -$539 | 0.15% | 90 |
|
|
2023
Q4 | $739K | Sell |
12,840
-9,864
| -43% | -$567K | 0.15% | 91 |
|
|
2023
Q3 | $1.13M | Buy |
+22,704
| New | +$1.13M | 0.25% | 53 |
|
|
2023
Q2 | – | Sell |
-8,198
| Closed | -$452K | – | 285 |
|
|
2023
Q1 | $452K | Buy |
+8,198
| New | +$452K | 0.09% | 151 |
|
|
2021
Q4 | – | Sell |
-2,394
| Closed | -$215K | – | 262 |
|
|
2021
Q3 | $215K | Sell |
2,394
-77
| -3% | -$6.92K | 0.06% | 227 |
|
|
2021
Q2 | $200K | Sell |
2,471
-46
| -2% | -$3.72K | 0.06% | 234 |
|
|
2021
Q1 | $213K | Buy |
+2,517
| New | +$213K | 0.06% | 202 |
|
|
2019
Q1 | – | Sell |
-17,402
| Closed | -$800K | – | 101 |
|
|
2018
Q4 | $800K | Sell |
17,402
-26,203
| -60% | -$1.2M | 0.3% | 41 |
|
|
2018
Q3 | $1.92M | Sell |
43,605
-36,275
| -45% | -$1.6M | 0.73% | 19 |
|
|
2018
Q2 | $2.84M | Buy |
+79,880
| New | +$2.84M | 1.23% | 15 |
|