HM Payson & Co’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.4K | Hold |
1,500
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $15.8K | Hold |
1,500
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $14.9K | Hold |
1,500
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $13.8K | Hold |
1,500
| – | – | ﹤0.01% | 791 |
|
|
2023
Q4 | $10.4K | Hold |
1,500
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $10.5K | Hold |
1,500
| – | – | ﹤0.01% | 813 |
|
|
2023
Q2 | $10.3K | Hold |
1,500
| – | – | ﹤0.01% | 799 |
|
|
2023
Q1 | $8.79K | Sell |
1,500
-1,000
| -40% | -$5.86K | ﹤0.01% | 808 |
|
|
2022
Q4 | $13.6K | Hold |
2,500
| – | – | ﹤0.01% | 722 |
|
|
2022
Q3 | $12K | Sell |
2,500
-1,000
| -29% | -$4.8K | ﹤0.01% | 770 |
|
|
2022
Q2 | $18K | Hold |
3,500
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $21K | Hold |
3,500
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $21K | Sell |
3,500
-2,600
| -43% | -$15.6K | ﹤0.01% | 758 |
|
|
2021
Q3 | $35K | Sell |
6,100
-2,000
| -25% | -$11.5K | ﹤0.01% | 658 |
|
|
2021
Q2 | $50K | Sell |
8,100
-2,533
| -24% | -$15.6K | ﹤0.01% | 586 |
|
|
2021
Q1 | $66K | Buy |
10,633
+1,002
| +10% | +$6.22K | ﹤0.01% | 555 |
|
|
2020
Q4 | $52K | Sell |
9,631
-1,896
| -16% | -$10.2K | ﹤0.01% | 605 |
|
|
2020
Q3 | $37K | Sell |
11,527
-1,996
| -15% | -$6.41K | ﹤0.01% | 620 |
|
|
2020
Q2 | $47K | Sell |
13,523
-7,494
| -36% | -$26K | ﹤0.01% | 536 |
|
|
2020
Q1 | $49K | Buy |
21,017
+3
| +0% | +$7 | ﹤0.01% | 501 |
|
|
2019
Q4 | $102K | Sell |
21,014
-19,097
| -48% | -$92.7K | ﹤0.01% | 467 |
|
|
2019
Q3 | $210K | Sell |
40,111
-6,997
| -15% | -$36.6K | 0.01% | 378 |
|
|
2019
Q2 | $291K | Buy |
47,108
+4,502
| +11% | +$27.8K | 0.01% | 334 |
|
|
2019
Q1 | $301K | Buy |
+42,606
| New | +$301K | 0.01% | 221 |
|