Envestnet Asset Management’s Woori Financial WF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
8,143
+643
| +9% | +$32K | ﹤0.01% | 3854 |
|
|
2025
Q1 | $250K | Sell |
7,500
-110
| -1% | -$3.67K | ﹤0.01% | 4026 |
|
|
2024
Q4 | $238K | Sell |
7,610
-614
| -7% | -$19.2K | ﹤0.01% | 4008 |
|
|
2024
Q3 | $294K | Buy |
+8,224
| New | +$294K | ﹤0.01% | 3834 |
|
|
2024
Q1 | – | Sell |
-8,302
| Closed | -$251K | – | 4291 |
|
|
2023
Q4 | $251K | Buy |
8,302
+773
| +10% | +$23.4K | ﹤0.01% | 3712 |
|
|
2023
Q3 | $206K | Sell |
7,529
-7,725
| -51% | -$212K | ﹤0.01% | 3733 |
|
|
2023
Q2 | $411K | Buy |
15,254
+253
| +2% | +$6.82K | ﹤0.01% | 3314 |
|
|
2023
Q1 | $394K | Sell |
15,001
-16,503
| -52% | -$434K | ﹤0.01% | 3299 |
|
|
2022
Q4 | $867K | Sell |
31,504
-8,469
| -21% | -$233K | ﹤0.01% | 2754 |
|
|
2022
Q3 | $892K | Sell |
39,973
-6,400
| -14% | -$143K | ﹤0.01% | 2662 |
|
|
2022
Q2 | $1.31M | Buy |
46,373
+12,282
| +36% | +$347K | ﹤0.01% | 2387 |
|
|
2022
Q1 | $1.28M | Buy |
34,091
+3,039
| +10% | +$114K | ﹤0.01% | 2480 |
|
|
2021
Q4 | $998K | Buy |
+31,052
| New | +$998K | ﹤0.01% | 2635 |
|
|
2019
Q1 | – | Sell |
-5,248
| Closed | -$221K | – | 3041 |
|
|
2018
Q4 | $221K | Buy |
+5,248
| New | +$221K | ﹤0.01% | 2629 |
|
|
2017
Q4 | – | Sell |
-144
| Closed | -$6K | – | 3008 |
|
|
2017
Q3 | $6K | Buy |
144
+40
| +38% | +$1.67K | ﹤0.01% | 2692 |
|
|
2017
Q2 | $5K | Sell |
104
-51
| -33% | -$2.45K | ﹤0.01% | 2843 |
|
|
2017
Q1 | $5K | Sell |
155
-38
| -20% | -$1.23K | ﹤0.01% | 2906 |
|
|
2016
Q4 | $6K | Buy |
+193
| New | +$6K | ﹤0.01% | 2860 |
|
|
2014
Q4 | – | Sell |
-136
| Closed | -$5K | – | 2745 |
|
|
2014
Q3 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 2320 |
|