EverSource Wealth Advisors’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Buy |
636
+90
| +16% | +$3.15K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $20.7K | Sell |
546
-315
| -37% | -$12K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $44.3K | Sell |
861
-315
| -27% | -$16.2K | ﹤0.01% | 1246 |
|
|
2024
Q3 | $60.2K | Sell |
1,176
-184
| -14% | -$9.42K | ﹤0.01% | 991 |
|
|
2024
Q2 | $65.8K | Buy |
1,360
+40
| +3% | +$1.93K | ﹤0.01% | 965 |
|
|
2024
Q1 | $66.5K | Buy |
1,320
+505
| +62% | +$25.4K | 0.01% | 867 |
|
|
2023
Q4 | $38.8K | Sell |
815
-150
| -16% | -$7.14K | ﹤0.01% | 996 |
|
|
2023
Q3 | $43K | Sell |
965
-28
| -3% | -$1.25K | ﹤0.01% | 872 |
|
|
2023
Q2 | $51.9K | Sell |
993
-15
| -1% | -$784 | 0.01% | 821 |
|
|
2023
Q1 | $60K | Sell |
1,008
-60
| -6% | -$3.57K | 0.01% | 723 |
|
|
2022
Q4 | $52.5K | Buy |
1,068
+321
| +43% | +$15.8K | 0.01% | 744 |
|
|
2022
Q3 | $31K | Sell |
747
-69
| -8% | -$2.86K | 0.01% | 760 |
|
|
2022
Q2 | $42K | Sell |
816
-86
| -10% | -$4.43K | 0.01% | 667 |
|
|
2022
Q1 | $59K | Buy |
902
+620
| +220% | +$40.6K | 0.02% | 442 |
|
|
2021
Q4 | $21K | Buy |
+282
| New | +$21K | 0.01% | 668 |
|