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Outlook Wealth Advisors, LLC → WHD

Outlook Wealth Advisors, LLC WHD Position History

Cactus, Inc. • Manufacturing

Quarters held
5
Latest value
$376K
Q3 2026
Peak value
$376K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$240K
Q4 2025$282K
Q1 2026$294K
Q2 2026$316K
Q3 2026$376K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$376K6.0K——
Q2 2026$316K6.2K——
Q1 2026$294K6.2K——
Q4 2025$282K6.2K——
Q3 2025$240K6.1K——

Other funds holding WHD

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