EverSource Wealth Advisors’s Woori Financial WF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
7,058
+64
| +0.9% | +$3.18K | 0.02% | 592 |
|
|
2025
Q1 | $233K | Buy |
6,994
+840
| +14% | +$28K | 0.01% | 597 |
|
|
2024
Q4 | $192K | Sell |
6,154
-418
| -6% | -$13.1K | 0.01% | 670 |
|
|
2024
Q3 | $235K | Sell |
6,572
-3,037
| -32% | -$109K | 0.01% | 509 |
|
|
2024
Q2 | $339K | Buy |
9,609
+666
| +7% | +$23.5K | 0.02% | 410 |
|
|
2024
Q1 | $279K | Buy |
8,943
+746
| +9% | +$23.3K | 0.02% | 395 |
|
|
2023
Q4 | $248K | Buy |
8,197
+1,221
| +18% | +$36.9K | 0.02% | 387 |
|
|
2023
Q3 | $191K | Buy |
6,976
+409
| +6% | +$11.2K | 0.02% | 406 |
|
|
2023
Q2 | $177K | Buy |
6,567
+6,402
| +3,880% | +$173K | 0.02% | 427 |
|
|
2023
Q1 | $4.34K | Sell |
165
-2,933
| -95% | -$77.1K | ﹤0.01% | 1690 |
|
|
2022
Q4 | $85.3K | Sell |
3,098
-553
| -15% | -$15.2K | 0.01% | 561 |
|
|
2022
Q3 | $82K | Buy |
3,651
+512
| +16% | +$11.5K | 0.02% | 491 |
|
|
2022
Q2 | $89K | Buy |
3,139
+2,938
| +1,462% | +$83.3K | 0.02% | 412 |
|
|
2022
Q1 | $7K | Hold |
201
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q4 | $6K | Buy |
+201
| New | +$6K | ﹤0.01% | 1212 |
|