HM Payson & Co’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.95K | Hold |
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|
2025
Q2 | $5.75K | Sell |
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|
2025
Q1 | $13.4K | Hold |
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|
2024
Q4 | $15.8K | Hold |
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|
2024
Q3 | $15K | Hold |
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|
2024
Q2 | $14.9K | Hold |
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|
2024
Q1 | $13.8K | Hold |
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|
2023
Q4 | $10.4K | Hold |
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|
2023
Q3 | $10.5K | Hold |
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|
2023
Q2 | $10.3K | Hold |
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|
2023
Q1 | $8.79K | Sell |
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|
2022
Q4 | $13.6K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $50K | Sell |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $52K | Sell |
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|
2020
Q3 | $37K | Sell |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $102K | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $301K | Buy |
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