Waverly Advisors’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
5,647
+211
| +4% | +$11.8K | ﹤0.01% | 946 |
|
|
2025
Q1 | $283K | Buy |
5,436
+136
| +3% | +$7.08K | ﹤0.01% | 936 |
|
|
2024
Q4 | $292K | Buy |
+5,300
| New | +$292K | ﹤0.01% | 827 |
|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$79K | – | 438 |
|
|
2014
Q3 | $79K | Hold |
2,500
| – | – | 0.04% | 165 |
|
|
2014
Q2 | $78K | Hold |
2,500
| – | – | 0.03% | 180 |
|
|
2014
Q1 | $69K | Hold |
2,500
| – | – | 0.03% | 185 |
|
|
2013
Q4 | $65K | Buy |
+2,500
| New | +$65K | 0.02% | 292 |
|