WIA
Wetzel Investment Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Hold |
5,029
| – | – | 0.35% | 45 |
|
|
2025
Q1 | $699K | Hold |
5,029
| – | – | 0.35% | 49 |
|
|
2024
Q4 | $781K | Hold |
5,029
| – | – | 0.39% | 47 |
|
|
2024
Q3 | $616K | Sell |
5,029
-500
| -9% | -$61.2K | 0.31% | 61 |
|
|
2024
Q2 | $710K | Buy |
5,529
+500
| +10% | +$64.2K | 0.41% | 45 |
|
|
2024
Q1 | $613K | Sell |
5,029
-1,000
| -17% | -$122K | 0.36% | 47 |
|
|
2023
Q4 | $672K | Buy |
+6,029
| New | +$672K | 0.41% | 40 |
|