Allworth Financial’s Treace Medical Concepts TMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224 | Buy |
38
+26
| +217% | +$153 | ﹤0.01% | 4292 |
|
|
2025
Q1 | $80 | Sell |
12
-21
| -64% | -$140 | ﹤0.01% | 3953 |
|
|
2024
Q4 | $312 | Sell |
33
-158
| -83% | -$1.49K | ﹤0.01% | 3705 |
|
|
2024
Q3 | $1.11K | Buy |
191
+33
| +21% | +$191 | ﹤0.01% | 3182 |
|
|
2024
Q2 | $1.25K | Buy |
+158
| New | +$1.25K | ﹤0.01% | 3094 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$713 | – | 3289 |
|
|
2022
Q4 | $713 | Buy |
+31
| New | +$713 | ﹤0.01% | 2553 |
|