HighTower Advisors’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6K | Buy |
19,651
+60
| +0.3% | +$54 | ﹤0.01% | 3560 |
|
|
2025
Q1 | $22.1K | Hold |
19,591
| – | – | ﹤0.01% | 3455 |
|
|
2024
Q4 | $27K | Sell |
19,591
-19,800
| -50% | -$27.3K | ﹤0.01% | 3436 |
|
|
2024
Q3 | $34K | Sell |
39,391
-800
| -2% | -$691 | ﹤0.01% | 3398 |
|
|
2024
Q2 | $43K | Buy |
40,191
+14,891
| +59% | +$15.9K | ﹤0.01% | 3273 |
|
|
2024
Q1 | $34K | Buy |
25,300
+5,500
| +28% | +$7.39K | ﹤0.01% | 3235 |
|
|
2023
Q4 | $14K | Hold |
19,800
| – | – | ﹤0.01% | 3321 |
|
|
2023
Q3 | $26K | Sell |
19,800
-1,145
| -5% | -$1.5K | ﹤0.01% | 3236 |
|
|
2023
Q2 | $18K | Sell |
20,945
-800
| -4% | -$688 | ﹤0.01% | 3193 |
|
|
2023
Q1 | $19K | Buy |
21,745
+1,145
| +6% | +$1K | ﹤0.01% | 3069 |
|
|
2022
Q4 | $21K | Sell |
20,600
-3,324
| -14% | -$3.39K | ﹤0.01% | 3047 |
|
|
2022
Q3 | $39K | Buy |
+23,924
| New | +$39K | ﹤0.01% | 2862 |
|
|
2021
Q4 | – | Sell |
-15,825
| Closed | -$230K | – | 3099 |
|
|
2021
Q3 | $230K | Buy |
15,825
+5,825
| +58% | +$84.7K | ﹤0.01% | 2595 |
|
|
2021
Q2 | $179K | Sell |
10,000
-3,000
| -23% | -$53.7K | ﹤0.01% | 2682 |
|
|
2021
Q1 | $240K | Buy |
+13,000
| New | +$240K | ﹤0.01% | 2450 |
|