Wealthspire Advisors (New York)’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $238K | Sell |
1,759
-539
| -23% | -$72.9K | ﹤0.01% | 733 |
|
2025
Q1 | $294K | Buy |
2,298
+19
| +0.8% | +$2.43K | ﹤0.01% | 646 |
|
2024
Q4 | $357K | Sell |
2,279
-249
| -10% | -$39K | ﹤0.01% | 607 |
|
2024
Q3 | $346K | Hold |
2,528
| – | – | ﹤0.01% | 587 |
|
2024
Q2 | $261K | Hold |
2,528
| – | – | ﹤0.01% | 568 |
|
2024
Q1 | $240K | Hold |
2,528
| – | – | ﹤0.01% | 557 |
|
2023
Q4 | $273K | Hold |
2,528
| – | – | ﹤0.01% | 544 |
|
2023
Q3 | $235K | Buy |
+2,528
| New | +$235K | ﹤0.01% | 528 |
|