Stifel Financial’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Buy |
49,729
+7,729
| +18% | +$6.93K | ﹤0.01% | 3418 |
|
|
2025
Q1 | $47.5K | Buy |
42,000
+6,500
| +18% | +$7.35K | ﹤0.01% | 3359 |
|
|
2024
Q4 | $49K | Buy |
35,500
+3,650
| +11% | +$5.04K | ﹤0.01% | 3316 |
|
|
2024
Q3 | $27.7K | Hold |
31,850
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q2 | $33.1K | Buy |
31,850
+3,500
| +12% | +$3.64K | ﹤0.01% | 3305 |
|
|
2024
Q1 | $37.7K | Buy |
28,350
+11,271
| +66% | +$15K | ﹤0.01% | 3273 |
|
|
2023
Q4 | $12.3K | Sell |
17,079
-5,060
| -23% | -$3.65K | ﹤0.01% | 3291 |
|
|
2023
Q3 | $29.2K | Buy |
+22,139
| New | +$29.2K | ﹤0.01% | 3223 |
|