Peterson Wealth Services’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-99
| Closed | -$6.48K | – | 227 |
|
2024
Q4 | $6.48K | Buy |
99
+29
| +41% | +$1.9K | ﹤0.01% | 192 |
|
2024
Q3 | $3.27K | Buy |
+70
| New | +$3.27K | ﹤0.01% | 201 |
|
2023
Q4 | – | Sell |
-31,195
| Closed | -$897K | – | 108 |
|
2023
Q3 | $897K | Buy |
31,195
+1,946
| +7% | +$55.9K | 0.67% | 44 |
|
2023
Q2 | $1.25M | Sell |
29,249
-600
| -2% | -$25.7K | 0.6% | 44 |
|
2023
Q1 | $1.29M | Buy |
29,849
+5,074
| +20% | +$219K | 0.66% | 46 |
|
2022
Q4 | $943K | Buy |
24,775
+3,071
| +14% | +$117K | 0.54% | 49 |
|
2022
Q3 | $617K | Buy |
+21,704
| New | +$617K | 0.44% | 60 |
|