IFP Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$1.27K | – | 4664 |
|
|
2024
Q4 | $1.27K | Hold |
1,000
| – | – | ﹤0.01% | 3230 |
|
|
2024
Q3 | $878 | Hold |
1,000
| – | – | ﹤0.01% | 3094 |
|
|
2024
Q2 | $1.17K | Buy |
+1,000
| New | +$1.66K | ﹤0.01% | 2959 |
|
|
2023
Q4 | – | Sell |
-290
| Closed | -$3.21K | – | 3366 |
|
|
2023
Q3 | $3.21K | Buy |
+290
| New | +$2.85K | ﹤0.01% | 2680 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$11.3K | – | 3589 |
|
|
2023
Q1 | $11.3K | Sell |
300
-535
| -64% | -$2.34K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $32K | Sell |
835
-600
| -42% | -$2.4K | ﹤0.01% | 2561 |
|
|
2022
Q3 | $55K | Hold |
1,435
| – | – | ﹤0.01% | 2299 |
|
|
2022
Q2 | $55K | Hold |
1,435
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q1 | $55K | Buy |
1,435
+735
| +105% | +$8.63K | ﹤0.01% | 2105 |
|
|
2021
Q4 | $11K | Hold |
700
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 2215 |
|
|
2021
Q2 | $25K | Sell |
700
-50
| -7% | -$1.71K | ﹤0.01% | 1840 |
|
|
2021
Q1 | $24K | Hold |
750
| – | – | ﹤0.01% | 1783 |
|
|
2020
Q4 | $18K | Hold |
750
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q3 | $15K | Hold |
750
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q2 | $18K | Sell |
750
-38
| -5% | -$886 | ﹤0.01% | 1601 |
|
|
2020
Q1 | $14K | Hold |
788
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q4 | $29K | Hold |
788
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q3 | $29K | Buy |
+788
| New | +$22.2K | ﹤0.01% | 1607 |
|
|
2019
Q1 | – | Sell |
-462
| Closed | -$19K | – | 3485 |
|
|
2018
Q4 | $19K | Buy |
462
+156
| +51% | +$8.56K | ﹤0.01% | 2179 |
|
|
2018
Q3 | $22K | Buy |
306
+25
| +9% | +$2.03K | ﹤0.01% | 2416 |
|
|
2018
Q2 | $28K | Buy |
281
+191
| +212% | +$15K | ﹤0.01% | 2279 |
|
|
2018
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 3300 |
|
|
2017
Q4 | $4K | Sell |
90
-65
| -42% | -$2.96K | ﹤0.01% | 3349 |
|
|
2017
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 3247 |
|
|
2017
Q2 | $5K | Sell |
155
-122
| -44% | -$2.95K | ﹤0.01% | 3439 |
|
|
2017
Q1 | $4K | Sell |
277
-600
| -68% | -$8.26K | ﹤0.01% | 3449 |
|
|
2016
Q4 | $10K | Buy |
877
+505
| +136% | +$5.44K | ﹤0.01% | 2923 |
|
|
2016
Q3 | $4K | Buy |
372
+122
| +49% | +$1.34K | ﹤0.01% | 3371 |
|
|
2016
Q2 | $3K | Buy |
+250
| New | +$3.45K | ﹤0.01% | 3382 |
|
|
2016
Q1 | – | Sell |
-1,750
| Closed | -$40K | – | 3477 |
|
|
2015
Q4 | $40K | Buy |
+1,750
| New | +$33K | ﹤0.01% | 1750 |
|
Other funds holding WW
