PWM
PBMares Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
4,886
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $344K | Buy |
4,886
+3
| +0.1% | +$211 | 0.07% | 132 |
|
|
2024
Q4 | $319K | Hold |
4,883
| – | – | 0.07% | 143 |
|
|
2024
Q3 | $229K | Hold |
4,883
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $209K | Hold |
4,883
| – | – | 0.05% | 172 |
|
|
2024
Q1 | $232K | Buy |
+4,883
| New | +$232K | 0.06% | 160 |
|
|
2023
Q3 | – | Sell |
-4,883
| Closed | -$209K | – | 170 |
|
|
2023
Q2 | $209K | Hold |
4,883
| – | – | 0.07% | 161 |
|
|
2023
Q1 | $211K | Buy |
+4,883
| New | +$211K | 0.08% | 162 |
|
|
2021
Q3 | – | Sell |
-4,823
| Closed | -$210K | – | 153 |
|
|
2021
Q2 | $210K | Buy |
+4,823
| New | +$210K | 0.11% | 142 |
|