Strategic Wealth Investment Group’s Ball Corp BALL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,452	Closed	-$577K	–	100
2025 Q3	$577K	Buy	+11,452	New	+$619K	0.05%	79
2025 Q1	–	Sell	-11,452	Closed	-$631K	–	57
2024 Q4	$631K	Sell	11,452 -12	-0.1%	-$735	0.07%	88
2024 Q3	$775K	Hold	11,464	–	–	0.08%	84
2024 Q2	$683K	Buy	+11,464	New	+$768K	0.09%	84
2023 Q4	$659K	Hold	11,464	–	–	0.1%	66
2023 Q3	$571K	Hold	11,464	–	–	0.1%	68
2023 Q2	$667K	Buy	+11,464	New	+$622K	0.11%	81
2023 Q1	–	Sell	-11,464	Closed	-$638K	–	79
2022 Q4	$651K	Hold	11,464	–	–	0.15%	65
2022 Q3	$554K	Buy	+11,464	New	+$705K	0.16%	63
2021 Q1	–	Sell	-3,241	Closed	-$302K	–	79
2020 Q4	$302K	Buy	+3,241	New	+$300K	0.18%	68