Carolina Wealth Advisors’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Sell |
131
-2,589
| -95% | -$282K | 0.01% | 133 |
|
|
2025
Q1 | $316K | Sell |
2,720
-4,030
| -60% | -$469K | 0.17% | 54 |
|
|
2024
Q4 | $773K | Buy |
6,750
+177
| +3% | +$20.3K | 0.42% | 33 |
|
|
2024
Q3 | $761K | Sell |
6,573
-605
| -8% | -$70K | 0.39% | 33 |
|
|
2024
Q2 | $748K | Buy |
7,178
+763
| +12% | +$79.5K | 0.37% | 36 |
|
|
2024
Q1 | $682K | Buy |
6,415
+1
| +0% | +$106 | 0.37% | 39 |
|
|
2023
Q4 | $565K | Sell |
6,414
-110
| -2% | -$9.69K | 0.29% | 51 |
|
|
2023
Q3 | $559K | Buy |
6,524
+431
| +7% | +$37K | 0.32% | 48 |
|
|
2023
Q2 | $528K | Buy |
6,093
+392
| +7% | +$34K | 0.32% | 39 |
|
|
2023
Q1 | $512K | Buy |
+5,701
| New | +$512K | 0.3% | 44 |
|