EHWM
Eads & Heald Wealth Management’s Crown Holdings CCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,694
| Closed | -$200K | – | 146 |
|
|
2024
Q2 | $200K | Sell |
2,694
-738
| -22% | -$54.8K | 0.1% | 142 |
|
|
2024
Q1 | $272K | Sell |
3,432
-1,120
| -25% | -$88.8K | 0.13% | 127 |
|
|
2023
Q4 | $419K | Sell |
4,552
-13
| -0.3% | -$1.2K | 0.2% | 117 |
|
|
2023
Q3 | $404K | Sell |
4,565
-1,854
| -29% | -$164K | 0.21% | 116 |
|
|
2023
Q2 | $558K | Sell |
6,419
-1,775
| -22% | -$154K | 0.27% | 108 |
|
|
2023
Q1 | $678K | Sell |
8,194
-1,195
| -13% | -$98.9K | 0.34% | 101 |
|
|
2022
Q4 | $772K | Buy |
9,389
+4,770
| +103% | +$392K | 0.39% | 97 |
|
|
2022
Q3 | $374K | Sell |
4,619
-592
| -11% | -$47.9K | 0.21% | 115 |
|
|
2022
Q2 | $480K | Buy |
5,211
+1,687
| +48% | +$155K | 0.26% | 109 |
|
|
2022
Q1 | $441K | Buy |
3,524
+730
| +26% | +$91.4K | 0.2% | 116 |
|
|
2021
Q4 | $309K | Buy |
2,794
+227
| +9% | +$25.1K | 0.13% | 130 |
|
|
2021
Q3 | $259K | Buy |
2,567
+410
| +19% | +$41.4K | 0.13% | 131 |
|
|
2021
Q2 | $220K | Buy |
+2,157
| New | +$220K | 0.11% | 133 |
|