Plante Moran Financial Advisors’s Ball Corp BALL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-960	Closed	-$65.2K	–	913
2024 Q3	$65.2K	Buy	+960	New	+$60.9K	0.01%	354
2022 Q1	–	Sell	-62	Closed	-$6K	–	814
2021 Q4	$6K	Sell	62 -94	-60%	-$8.69K	﹤0.01%	774
2021 Q3	$14K	Hold	156	–	–	﹤0.01%	629
2021 Q2	$13K	Sell	156 -17	-10%	-$1.47K	﹤0.01%	638
2021 Q1	$15K	Buy	173 +17	+11%	+$1.49K	﹤0.01%	572
2020 Q4	$15K	Hold	156	–	–	﹤0.01%	569
2020 Q3	$13K	Hold	156	–	–	﹤0.01%	564
2020 Q2	$11K	Hold	156	–	–	﹤0.01%	507
2020 Q1	$10K	Hold	156	–	–	﹤0.01%	491
2019 Q4	$10K	Buy	+156	New	+$10.6K	﹤0.01%	538
2019 Q3	–	Sell	-1,300	Closed	-$91K	–	843
2019 Q2	$91K	Buy	+1,300	New	+$80.8K	0.03%	232
2017 Q1	–	Sell	-150	Closed	-$6K	–	881
2016 Q4	$6K	Sell	150 -250	-63%	-$9.67K	﹤0.01%	666
2016 Q3	$16K	Hold	400	–	–	0.01%	524
2016 Q2	$14K	Hold	400	–	–	0.01%	476
2016 Q1	$14K	Hold	400	–	–	0.01%	428
2015 Q4	$15K	Hold	400	–	–	0.01%	496
2015 Q3	$12K	Hold	400	–	–	0.01%	454
2015 Q2	$14K	Hold	400	–	–	0.01%	471
2015 Q1	$14K	Hold	400	–	–	0.01%	458
2014 Q4	$14K	Sell	400 -1,000	-71%	-$32.9K	0.01%	464
2014 Q3	$44K	Hold	1,400	–	–	0.04%	278
2014 Q2	$44K	Buy	1,400 +1,000	+250%	+$29.3K	0.04%	253
2014 Q1	$11K	Hold	400	–	–	0.01%	340
2013 Q4	$10K	Hold	400	–	–	0.01%	442
2013 Q3	$9K	Hold	400	–	–	0.01%	396
2013 Q2	$8K	Buy	+400	New	+$8.99K	0.01%	376