A detailed history of Ever Source Wealth Advisors, LLC transactions in Open Text Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 708 shares of OTEX stock, worth $20,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
708
Previous 929 23.79%
Holding current value
$20,489
Previous $27,000 14.81%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$28.49 - $33.63 $6,296 - $7,432
-221 Reduced 23.79%
708 $23,000
Q2 2024

Aug 13, 2024

SELL
$27.7 - $38.41 $35,068 - $48,627
-1,266 Reduced 57.68%
929 $27,000
Q1 2024

Jun 11, 2024

BUY
$37.58 - $44.17 $338 - $397
9 Added 0.41%
2,195 $85,000
Q4 2023

Feb 09, 2024

BUY
$32.29 - $42.6 $10,784 - $14,228
334 Added 18.03%
2,186 $91,000
Q3 2023

Nov 03, 2023

SELL
$34.65 - $43.13 $6,167 - $7,677
-178 Reduced 8.77%
1,852 $65,000
Q2 2023

Aug 04, 2023

BUY
$36.56 - $43.18 $6,982 - $8,247
191 Added 10.39%
2,030 $84,000
Q1 2023

May 11, 2023

BUY
$30.07 - $38.55 $4,119 - $5,281
137 Added 8.05%
1,839 $70,000
Q4 2022

Feb 09, 2023

SELL
$25.5 - $29.96 $22,338 - $26,244
-876 Reduced 33.98%
1,702 $50,000
Q3 2022

Nov 07, 2022

BUY
$26.44 - $41.63 $27,444 - $43,211
1,038 Added 67.4%
2,578 $68,000
Q2 2022

Aug 01, 2022

BUY
$35.5 - $43.24 $49,771 - $60,622
1,402 Added 1015.94%
1,540 $58,000
Q1 2022

May 25, 2022

BUY
$40.91 - $47.93 $5,645 - $6,614
138 New
138 $6,000

Others Institutions Holding OTEX

About OPEN TEXT CORP


  • Ticker OTEX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 266,112,992
  • Market Cap $7.7B
  • Description
  • Open Text Corporation engages in the designs, develops, markets, and sells information management software and solutions. It offers content services; business network that manages data within the organization and outside the firewall; security and protection solutions for defending against cyber threats, and preparing for business continuity and...
More about OTEX
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.