BSW Wealth 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 | $440K | Buy |
8,844
+528
| +6% | +$26.3K | 0.06% | 184 |
|
|
2025
Q1 | $278K | Sell |
8,316
-262
| -3% | -$8.75K | 0.04% | 242 |
|
|
2024
Q4 | $268K | Sell |
8,578
-148
| -2% | -$4.63K | 0.04% | 250 |
|
|
2024
Q3 | $312K | Sell |
8,726
-456
| -5% | -$16.3K | 0.05% | 218 |
|
|
2024
Q2 | $294K | Buy |
9,182
+2
| +0% | +$64 | 0.05% | 212 |
|
|
2024
Q1 | $298K | Buy |
9,180
+736
| +9% | +$23.9K | 0.05% | 223 |
|
|
2023
Q4 | $255K | Buy |
+8,444
| New | +$255K | 0.05% | 225 |
|
|
2023
Q3 | – | Sell |
-8,490
| Closed | -$229K | – | 289 |
|
|
2023
Q2 | $229K | Buy |
8,490
+97
| +1% | +$2.61K | 0.05% | 234 |
|
|
2023
Q1 | $221K | Sell |
8,393
-56
| -0.7% | -$1.47K | 0.05% | 281 |
|
|
2022
Q4 | $233K | Buy |
+8,449
| New | +$233K | 0.05% | 255 |
|