SFA
Sequoia Financial Advisors’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+2,583
| New | +$227K | ﹤0.01% | 1411 |
|
|
2024
Q1 | – | Sell |
-5,911
| Closed | -$218K | – | 1262 |
|
|
2023
Q4 | $218K | Buy |
+5,911
| New | +$218K | ﹤0.01% | 1073 |
|
|
2020
Q2 | – | Sell |
-56,366
| Closed | -$730K | – | 401 |
|
|
2020
Q1 | $730K | Buy |
56,366
+35,159
| +166% | +$455K | 0.05% | 149 |
|
|
2019
Q4 | $572K | Buy |
+21,207
| New | +$572K | 0.04% | 203 |
|
|
2019
Q3 | – | Sell |
-6,491
| Closed | -$206K | – | 390 |
|
|
2019
Q2 | $206K | Buy |
+6,491
| New | +$206K | 0.02% | 350 |
|
|
2018
Q1 | – | Sell |
-92,613
| Closed | -$4.1M | – | 327 |
|
|
2017
Q4 | $4.1M | Buy |
92,613
+5,578
| +6% | +$247K | 0.43% | 49 |
|
|
2017
Q3 | $3.51M | Buy |
87,035
+3,780
| +5% | +$152K | 0.42% | 51 |
|
|
2017
Q2 | $3.94M | Buy |
83,255
+7,168
| +9% | +$339K | 0.49% | 46 |
|
|
2017
Q1 | $3.15M | Buy |
76,087
+6,965
| +10% | +$288K | 0.4% | 55 |
|
|
2016
Q4 | $2.42M | Buy |
69,122
+4,995
| +8% | +$175K | 0.35% | 56 |
|
|
2016
Q3 | $2.34M | Buy |
64,127
+53,046
| +479% | +$1.94M | 0.44% | 41 |
|
|
2016
Q2 | $451K | Buy |
+11,081
| New | +$451K | 0.13% | 122 |
|