SWA
SOA Wealth Advisors’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
334
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $12.7K | Hold |
334
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $17.2K | Hold |
334
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $17.1K | Hold |
334
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $15.3K | Hold |
334
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $15.8K | Hold |
334
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $15.9K | Hold |
334
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $14.9K | Hold |
334
| – | – | ﹤0.01% | 470 |
|
|
2023
Q2 | $17.5K | Sell |
334
-908
| -73% | -$47.5K | ﹤0.01% | 453 |
|
|
2023
Q1 | $73.9K | Hold |
1,242
| – | – | 0.02% | 249 |
|
|
2022
Q4 | $61.1K | Hold |
1,242
| – | – | 0.02% | 259 |
|
|
2022
Q3 | $51K | Hold |
1,242
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $62K | Hold |
1,242
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $81K | Hold |
1,242
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $94K | Hold |
1,242
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $83K | Hold |
1,242
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $84K | Hold |
1,242
| – | – | 0.02% | 243 |
|
|
2021
Q1 | $79K | Hold |
1,242
| – | – | 0.02% | 221 |
|
|
2020
Q4 | $69K | Buy |
+1,242
| New | +$69K | 0.02% | 229 |
|