49 Wealth Management’s Q2 Holdings QTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,221	Closed	-$258K	–	192
2025 Q1	$258K	Hold	3,221	–	–	0.03%	151
2024 Q4	$324K	Hold	3,221	–	–	0.05%	114
2024 Q3	$257K	Sell	3,221 -384	-11%	-$30.6K	0.04%	137
2024 Q2	$217K	Buy	+3,605	New	+$217K	0.04%	135