Everhart Financial Group’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 | $321K | Buy |
5,727
+1,759
| +44% | +$98.7K | 0.04% | 282 |
|
2025
Q1 | $207K | Buy |
+3,968
| New | +$207K | 0.03% | 317 |
|
2024
Q4 | – | Sell |
-4,390
| Closed | -$298K | – | 312 |
|
2024
Q3 | $298K | Buy |
4,390
+540
| +14% | +$36.7K | 0.07% | 262 |
|
2024
Q2 | $231K | Buy |
3,850
+869
| +29% | +$52.2K | 0.06% | 268 |
|
2024
Q1 | $201K | Buy |
+2,981
| New | +$201K | 0.06% | 267 |
|