Waverly Advisors’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Buy
2025
Q2
$767K Buy
2025
Q1
$788K Buy
2024
Q4
$690K Buy
2024
Q3
$348K Buy
2024
Q2
$281K Buy
2024
Q1
$244K Buy
2023
Q4
$219K Buy
2014
Q4
Sell
2014
Q3
$47K Sell
2014
Q2
$55K Buy
2014
Q1
$7K Buy
2013
Q4
$3K Buy