Pinnacle Wealth Planning Services’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 | $254K | Sell |
5,109
-3,660
| -42% | -$182K | 0.03% | 344 |
|
|
2025
Q1 | $293K | Buy |
8,769
+166
| +2% | +$5.54K | 0.04% | 269 |
|
|
2024
Q4 | $269K | Sell |
8,603
-5,976
| -41% | -$187K | 0.04% | 278 |
|
|
2024
Q3 | $521K | Sell |
14,579
-3
| -0% | -$107 | 0.07% | 186 |
|
|
2024
Q2 | $467K | Sell |
14,582
-21
| -0.1% | -$673 | 0.07% | 198 |
|
|
2024
Q1 | $474K | Buy |
14,603
+16
| +0.1% | +$519 | 0.07% | 197 |
|
|
2023
Q4 | $441K | Sell |
14,587
-4
| -0% | -$121 | 0.07% | 192 |
|
|
2023
Q3 | $400K | Hold |
14,591
| – | – | 0.07% | 198 |
|
|
2023
Q2 | $393K | Sell |
14,591
-6
| -0% | -$162 | 0.06% | 210 |
|
|
2023
Q1 | $384K | Sell |
14,597
-265
| -2% | -$6.97K | 0.06% | 222 |
|
|
2022
Q4 | $409K | Buy |
+14,862
| New | +$409K | 0.07% | 198 |
|
|
2022
Q2 | – | Sell |
-7,048
| Closed | -$265K | – | 481 |
|
|
2022
Q1 | $265K | Buy |
7,048
+501
| +8% | +$18.8K | 0.05% | 299 |
|
|
2021
Q4 | $210K | Buy |
+6,547
| New | +$210K | 0.04% | 353 |
|
|
2021
Q1 | – | Sell |
-4,372
| Closed | -$120K | – | 1932 |
|
|
2020
Q4 | $120K | Buy |
+4,372
| New | +$120K | 0.03% | 401 |
|