Cahill Wealth Management’s ClearPoint Neuro CLPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.92M | Buy |
245,347
+925
| +0.4% | +$11K | 1.48% | 13 |
|
|
2024
Q4 | $3.76M | Hold |
244,422
| – | – | 1.92% | 10 |
|
|
2024
Q3 | $2.74M | Buy |
244,422
+35
| +0% | +$392 | 1.41% | 13 |
|
|
2024
Q2 | $1.32M | Hold |
244,387
| – | – | 0.79% | 21 |
|
|
2024
Q1 | $1.66M | Buy |
244,387
+12,124
| +5% | +$82.4K | 0.97% | 17 |
|
|
2023
Q4 | $1.58M | Buy |
232,263
+44,179
| +23% | +$300K | 1.06% | 16 |
|
|
2023
Q3 | $942K | Buy |
188,084
+2,609
| +1% | +$13.1K | 0.72% | 21 |
|
|
2023
Q2 | $1.34M | Buy |
185,475
+21,605
| +13% | +$156K | 0.93% | 18 |
|
|
2023
Q1 | $1.38M | Buy |
163,870
+4,015
| +3% | +$33.9K | 1.02% | 16 |
|
|
2022
Q4 | $1.5M | Buy |
159,855
+27,667
| +21% | +$260K | 1.09% | 16 |
|
|
2022
Q3 | $1.37M | Buy |
132,188
+32,816
| +33% | +$340K | 1.22% | 14 |
|
|
2022
Q2 | $1.3M | Buy |
99,372
+56,391
| +131% | +$735K | 1.1% | 16 |
|
|
2022
Q1 | $447K | Buy |
+42,981
| New | +$447K | 0.33% | 30 |
|