WW
B

Westshore Wealth’s Barnes Group Inc. B Stock Holding History

Westshore Wealth’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,797
Closed -$321K – 102
2024
Q4 		$321K Hold
6,797
– – 0.13% 67
2024
Q3 		$275K Hold
6,797
– – 0.11% 72
2024
Q2 		$281K Hold
6,797
– – 0.12% 69
2024
Q1 		$253K Hold
6,797
– – 0.11% 80
2023
Q4 		$222K Hold
6,797
– – 0.1% 83
2023
Q3 		$231K Hold
6,797
– – 0.13% 76
2023
Q2 		$287K Hold
6,797
– – 0.15% 68
2023
Q1 		$274K Hold
6,797
– – 0.14% 78
2022
Q4 		$278K Buy
+6,797
New +$254K 0.16% 76
2022
Q3 		– Sell
-6,797
Closed -$212K – 105
2022
Q2 		$212K Hold
6,797
– – 0.14% 86
2022
Q1 		$273K Buy
6,797
+648
+11% +$29K 0.18% 68
2021
Q4 		$286K Hold
6,149
– – 0.2% 66
2021
Q3 		$257K Hold
6,149
– – 0.21% 66
2021
Q2 		$315K Hold
6,149
– – 0.16% 93
2021
Q1 		$305K Buy
+6,149
New +$323K 0.17% 90

Other funds holding B

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westshore Wealth's B Position: Q1 2025 in Review

Westshore Wealth sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 6,797 shares — an estimated $321K sold.

Westshore Wealth first reported a position in B in Q1 2021 and held it in 15 quarters. The position peaked at $321K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Westshore Wealth reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Westshore Wealth sold 6,797 Barnes Group Inc. shares in Q1 2025, an estimated $321K.
  • Westshore Wealth first reported a position in Barnes Group Inc. in Q1 2021 and held it in 15 quarters.
  • Westshore Wealth's Barnes Group Inc. position peaked at $321K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Westshore Wealth's 13F filing for Q1 2025, filed 15 May 2025.