Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-17,691
Closed -$169K 1015
2025
Q2
$169K Hold
17,691
﹤0.01% 537
2025
Q1
$168K Buy
17,691
+5,287
+43% +$53.7K ﹤0.01% 589
2024
Q4
$118K Sell
12,404
-6,862
-36% -$65.7K ﹤0.01% 598
2024
Q3
$194K Buy
19,266
+345
+2% +$2.71K ﹤0.01% 485
2024
Q2
$145K Sell
18,921
-165,358
-90% -$1.44M ﹤0.01% 543
2024
Q1
$1.68M Sell
184,279
-34,373
-16% -$312K 0.05% 147
2023
Q4
$2.39M Buy
218,652
+124,526
+132% +$1.41M 0.09% 144
2023
Q3
$1.18M Buy
94,126
+12,892
+16% +$172K 0.17% 64
2023
Q2
$1.06M Buy
81,234
+20,522
+34% +$326K 0.19% 86
2023
Q1
$1.22M Buy
60,712
+33,058
+120% +$676K 0.16% 89
2022
Q4
$529K Buy
+27,654
New +$417K 0.08% 163

Other funds holding WB