Back to WHD
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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $376K | 6.0K | — | — |
| Q2 2026 | $316K | 6.2K | — | — |
| Q1 2026 | $294K | 6.2K | — | — |
| Q4 2025 | $282K | 6.2K | — | — |
| Q3 2025 | $240K | 6.1K | — | — |
Other funds holding WHD
$161.3M
$161.3M
$144.1M
$96.2M
$88.7M
$70.3M
$68.6M