CAPTRUST Financial Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,317
| Closed | -$161K | – | 2733 |
|
|
2023
Q4 | $161K | Sell |
15,317
-21
| -0.1% | -$220 | ﹤0.01% | 2444 |
|
|
2023
Q3 | $202K | Buy |
15,338
+104
| +0.7% | +$1.37K | ﹤0.01% | 2289 |
|
|
2023
Q2 | $192K | Sell |
15,234
-1,675
| -10% | -$21.1K | ﹤0.01% | 2270 |
|
|
2023
Q1 | $221K | Buy |
16,909
+478
| +3% | +$6.24K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $290K | Sell |
16,431
-2,369
| -13% | -$41.8K | ﹤0.01% | 1687 |
|
|
2022
Q3 | $286K | Sell |
18,800
-570
| -3% | -$8.67K | ﹤0.01% | 1583 |
|
|
2022
Q2 | $287K | Buy |
19,370
+172
| +0.9% | +$2.55K | ﹤0.01% | 1448 |
|
|
2022
Q1 | $432K | Buy |
19,198
+2,804
| +17% | +$63.1K | ﹤0.01% | 1211 |
|
|
2021
Q4 | $302K | Sell |
16,394
-1,385
| -8% | -$25.5K | ﹤0.01% | 1383 |
|
|
2021
Q3 | $238K | Sell |
17,779
-1,136
| -6% | -$15.2K | ﹤0.01% | 1435 |
|
|
2021
Q2 | $350K | Buy |
18,915
+54
| +0.3% | +$999 | ﹤0.01% | 1173 |
|
|
2021
Q1 | $283K | Buy |
18,861
+11,651
| +162% | +$175K | ﹤0.01% | 1265 |
|
|
2020
Q4 | $104K | Sell |
7,210
-1,682
| -19% | -$24.3K | ﹤0.01% | 1484 |
|
|
2020
Q3 | $73K | Buy |
8,892
+190
| +2% | +$1.56K | ﹤0.01% | 1495 |
|
|
2020
Q2 | $57K | Hold |
8,702
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q1 | $58K | Buy |
+8,702
| New | +$58K | ﹤0.01% | 1333 |
|
|
2019
Q2 | – | Sell |
-146
| Closed | -$1K | – | 2036 |
|
|
2019
Q1 | $1K | Buy |
+146
| New | +$1K | ﹤0.01% | 1772 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$2K | – | 1697 |
|
|
2018
Q3 | $2K | Buy |
133
+122
| +1,109% | +$1.84K | ﹤0.01% | 1487 |
|
|
2018
Q2 | $0 | Sell |
11
-1,539
| -99% | – | ﹤0.01% | 1631 |
|
|
2018
Q1 | $19K | Buy |
1,550
+534
| +53% | +$6.55K | ﹤0.01% | 857 |
|
|
2017
Q4 | $15K | Buy |
+1,016
| New | +$15K | ﹤0.01% | 888 |
|