Waverly Advisors’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Buy |
6,261
+18
| +0.3% | +$2.44K | 0.01% | 657 |
|
|
2025
Q1 | $800K | Hold |
6,243
| – | – | 0.01% | 657 |
|
|
2024
Q4 | $977K | Sell |
6,243
-180
| -3% | -$28.2K | 0.02% | 513 |
|
|
2024
Q3 | $878K | Sell |
6,423
-74
| -1% | -$10.1K | 0.02% | 468 |
|
|
2024
Q2 | $670K | Buy |
6,497
+238
| +4% | +$24.6K | 0.01% | 510 |
|
|
2024
Q1 | $593K | Buy |
+6,259
| New | +$593K | 0.01% | 445 |
|