SWM
SilverOak Wealth Management’s H.B. Fuller FUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Hold |
73,044
| – | – | 0.82% | 17 |
|
|
2025
Q1 | $4.1M | Buy |
73,044
+4,011
| +6% | +$225K | 0.89% | 16 |
|
|
2024
Q4 | $4.66M | Sell |
69,033
-928
| -1% | -$62.6K | 1% | 13 |
|
|
2024
Q3 | $5.55M | Sell |
69,961
-875
| -1% | -$69.5K | 1.25% | 11 |
|
|
2024
Q2 | $5.45M | Sell |
70,836
-998
| -1% | -$76.8K | 1.31% | 11 |
|
|
2024
Q1 | $5.73M | Buy |
71,834
+5,746
| +9% | +$458K | 1.42% | 11 |
|
|
2023
Q4 | $5.38M | Buy |
+66,088
| New | +$5.38M | 1.45% | 11 |
|