Waverly Advisors’s Mohawk Industries MHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
3,317
+304
| +10% | +$31.9K | ﹤0.01% | 915 |
|
|
2025
Q1 | $344K | Sell |
3,013
-84
| -3% | -$9.59K | ﹤0.01% | 885 |
|
|
2024
Q4 | $369K | Buy |
3,097
+678
| +28% | +$80.8K | 0.01% | 756 |
|
|
2024
Q3 | $389K | Buy |
2,419
+48
| +2% | +$7.71K | 0.01% | 626 |
|
|
2024
Q2 | $269K | Buy |
2,371
+1
| +0% | +$114 | 0.01% | 690 |
|
|
2024
Q1 | $310K | Sell |
2,370
-7
| -0.3% | -$916 | 0.01% | 560 |
|
|
2023
Q4 | $246K | Buy |
+2,377
| New | +$246K | 0.01% | 387 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$40K | – | 574 |
|
|
2014
Q3 | $40K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2014
Q2 | $42K | Hold |
300
| – | – | 0.02% | 254 |
|
|
2014
Q1 | $41K | Hold |
300
| – | – | 0.02% | 241 |
|
|
2013
Q4 | $45K | Buy |
+300
| New | +$45K | 0.02% | 348 |
|