EverSource Wealth Advisors’s Woori Financial WF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
2025
Q1
$233K Buy
2024
Q4
$192K Sell
2024
Q3
$235K Sell
2024
Q2
$339K Buy
2024
Q1
$279K Buy
2023
Q4
$248K Buy
2023
Q3
$191K Buy
2023
Q2
$177K Buy
2023
Q1
$4.34K Sell
2022
Q4
$85.3K Sell
2022
Q3
$82K Buy
2022
Q2
$89K Buy
2022
Q1
$7K Hold
2021
Q4
$6K Buy