Blue Bell Private Wealth Management’s CoreCard CCRD Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$619	–	732
2025 Q3	$619	Hold	23	–	–	﹤0.01%	697
2025 Q2	$666	Hold	23	–	–	﹤0.01%	694
2025 Q1	$430	Buy	+23	New	+$500	﹤0.01%	701

Blue Bell Private Wealth Management's CCRD Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 23 shares — an estimated $619 sold.

Blue Bell Private Wealth Management first reported a position in CCRD in Q1 2025 and held it in 3 quarters. The position peaked at $666 in Q2 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 23 CoreCard shares in Q4 2025, an estimated $619.
Blue Bell Private Wealth Management first reported a position in CoreCard in Q1 2025 and held it in 3 quarters.
Blue Bell Private Wealth Management's CoreCard position peaked at $666 in Q2 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.