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Precision Wealth Strategies’s Willis Lease Finance WLFC Stock Holding History

Precision Wealth Strategies’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,708
Closed -$257K – 125
2024
Q4 		$257K Buy
+3,708
New +$240K 0.2% 101

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Precision Wealth Strategies's WLFC Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Willis Lease Finance (WLFC) in Q1 2025, closing a stake of 3,708 shares — an estimated $257K sold.

Precision Wealth Strategies first reported a position in WLFC in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Willis Lease Finance position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,708 Willis Lease Finance shares in Q1 2025, an estimated $257K.
  • Precision Wealth Strategies first reported a position in Willis Lease Finance in Q4 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Willis Lease Finance position peaked at $257K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.