United Capital Financial Advisors’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,274
| Closed | -$37.6K | – | 1124 |
|
2025
Q1 | $37.6K | Buy |
+12,274
| New | +$37.6K | ﹤0.01% | 1046 |
|
2021
Q2 | – | Sell |
-2,543
| Closed | -$275K | – | 1254 |
|
2021
Q1 | $275K | Buy |
2,543
+140
| +6% | +$15.1K | ﹤0.01% | 1008 |
|
2020
Q4 | $254K | Buy |
+2,403
| New | +$254K | ﹤0.01% | 1050 |
|
2019
Q2 | – | Sell |
-17,897
| Closed | -$1.02M | – | 1471 |
|
2019
Q1 | $1.02M | Buy |
+17,897
| New | +$1.02M | 0.01% | 765 |
|
2013
Q4 | – | Sell |
-49,341
| Closed | -$2.97M | – | 771 |
|
2013
Q3 | $2.97M | Buy |
+49,341
| New | +$2.97M | 0.09% | 205 |
|