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SSWM
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Sheets Smith Wealth Management’s Tapestry TPR Stock Holding History

Sheets Smith Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.92M Hold
2025
Q2
$1.49M Hold
2025
Q1
$1.19M Hold
2024
Q4
$1.11M Hold
2024
Q3
$796K Hold
2024
Q2
$725K Sell
2024
Q1
$1.61M Buy
2023
Q4
$623K Hold
2023
Q3
$487K Hold
2023
Q2
$725K Sell
2023
Q1
$798K Hold
2022
Q4
$705K Hold
2022
Q3
$526K Hold
2022
Q2
$565K Hold
2022
Q1
$688K Hold
2021
Q4
$752K Hold
2021
Q3
$685K Hold
2021
Q2
$805K Hold
2021
Q1
$763K Hold
2020
Q4
$575K Hold
2020
Q3
$289K Buy
2020
Q2
$231K Hold
2020
Q1
$225K Hold
2019
Q4
$468K Hold
2019
Q3
$452K Hold
2019
Q2
$551K Hold
2019
Q1
$564K Buy
2018
Q4
$580K Hold
2018
Q3
$864K Hold
2018
Q2
$803K Hold
2018
Q1
$904K Hold
2017
Q4
$760K Buy
2017
Q3
$682K Sell
2017
Q2
$816K Buy
2017
Q1
$712K Buy
2016
Q4
$593K Hold
2016
Q3
$619K Hold
2016
Q2
$690K Hold
2016
Q1
$679K Hold
2015
Q4
$554K Hold
2015
Q3
$490K Hold
2015
Q2
$586K Hold
2015
Q1
$702K Hold
2014
Q4
$636K Hold
2014
Q3
$603K Hold
2014
Q2
$579K Hold
2014
Q1
$841K Hold
2013
Q4
$951K Hold
2013
Q3
$924K Hold
2013
Q2
$967K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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