Meritage Portfolio Management’s Woori Financial WF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.76M Sell
95,621
-2,753
-3% -$137K 0.3% 97
2025
Q1
$3.28M Sell
98,374
-60,644
-38% -$2.02M 0.22% 131
2024
Q4
$4.97M Sell
159,018
-11,298
-7% -$353K 0.31% 87
2024
Q3
$6.09M Buy
170,316
+24,845
+17% +$888K 0.37% 75
2024
Q2
$4.66M Buy
145,471
+50,656
+53% +$1.62M 0.29% 107
2024
Q1
$3.08M Buy
+94,815
New +$3.08M 0.2% 149