SFS
Summit Financial Strategies’s WidePoint Corp WYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
117,748
+25,932
| +28% | +$88.7K | 0.04% | 101 |
|
|
2025
Q1 | $306K | Hold |
91,816
| – | – | 0.03% | 113 |
|
|
2024
Q4 | $444K | Sell |
91,816
-7,751
| -8% | -$37.5K | 0.05% | 90 |
|
|
2024
Q3 | $352K | Sell |
99,567
-3,501
| -3% | -$12.4K | 0.04% | 105 |
|
|
2024
Q2 | $432K | Buy |
103,068
+64,963
| +170% | +$272K | 0.05% | 88 |
|
|
2024
Q1 | $98.7K | Buy |
38,105
+1,618
| +4% | +$4.19K | 0.01% | 147 |
|
|
2023
Q4 | $84.7K | Hold |
36,487
| – | – | 0.01% | 140 |
|
|
2023
Q3 | $62.8K | Hold |
36,487
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $67.9K | Buy |
36,487
+12,125
| +50% | +$22.6K | 0.01% | 125 |
|
|
2023
Q1 | $44.1K | Buy |
24,362
+2,500
| +11% | +$4.53K | 0.01% | 122 |
|
|
2022
Q4 | $39.8K | Hold |
21,862
| – | – | 0.01% | 120 |
|
|
2022
Q3 | $47K | Sell |
21,862
-100
| -0.5% | -$215 | 0.01% | 116 |
|
|
2022
Q2 | $52K | Hold |
21,962
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $83K | Buy |
21,962
+8,501
| +63% | +$32.1K | 0.02% | 121 |
|
|
2021
Q4 | $53K | Sell |
13,461
-10,005
| -43% | -$39.4K | 0.01% | 125 |
|
|
2021
Q3 | $123K | Hold |
23,466
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $170K | Buy |
+23,466
| New | +$170K | 0.03% | 115 |
|