GeoWealth Management’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
2,948
+334
| +13% | +$29.3K | 0.01% | 584 |
|
|
2025
Q1 | $184K | Sell |
2,614
-4,379
| -63% | -$308K | 0.01% | 678 |
|
|
2024
Q4 | $457K | Buy |
6,993
+3,320
| +90% | +$217K | 0.01% | 491 |
|
|
2024
Q3 | $173K | Sell |
3,673
-251
| -6% | -$11.8K | 0.01% | 755 |
|
|
2024
Q2 | $168K | Sell |
3,924
-822
| -17% | -$35.2K | 0.01% | 722 |
|
|
2024
Q1 | $225K | Buy |
4,746
+1,320
| +39% | +$62.7K | 0.01% | 648 |
|
|
2023
Q4 | $126K | Buy |
3,426
+536
| +19% | +$19.7K | 0.01% | 560 |
|
|
2023
Q3 | $84K | Buy |
2,890
+330
| +13% | +$9.59K | 0.01% | 353 |
|
|
2023
Q2 | $110K | Buy |
2,560
+309
| +14% | +$13.3K | 0.01% | 282 |
|
|
2023
Q1 | $96K | Sell |
2,251
-803
| -26% | -$34.2K | 0.01% | 244 |
|
|
2022
Q4 | $116K | Buy |
3,054
+51
| +2% | +$1.94K | 0.01% | 268 |
|
|
2022
Q3 | $85K | Buy |
3,003
+2,367
| +372% | +$67K | 0.01% | 275 |
|
|
2022
Q2 | $18K | Buy |
636
+284
| +81% | +$8.04K | ﹤0.01% | 310 |
|
|
2022
Q1 | $14K | Buy |
+352
| New | +$14K | ﹤0.01% | 385 |
|