TRUE Private Wealth Advisors’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
61,002
-135
| -0.2% | -$608 | 0.03% | 213 |
|
|
2025
Q1 | $370K | Buy |
61,137
+135
| +0.2% | +$817 | 0.04% | 162 |
|
|
2024
Q4 | $401K | Buy |
61,002
+38,694
| +173% | +$255K | 0.05% | 153 |
|
|
2024
Q3 | $157K | Buy |
22,308
+6,408
| +40% | +$45K | 0.02% | 209 |
|
|
2024
Q2 | $108K | Hold |
15,900
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $98.9K | Hold |
15,900
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $105K | Buy |
+15,900
| New | +$105K | 0.01% | 287 |
|