Summit Financial Strategies’s WidePoint Corp WYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $98.7K | Buy |
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|
2023
Q4 | $84.7K | Hold |
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|
2023
Q3 | $62.8K | Hold |
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|
2023
Q2 | $67.9K | Buy |
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|
2023
Q1 | $44.1K | Buy |
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|
2022
Q4 | $39.8K | Hold |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $170K | Buy |
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