CWM
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Circle Wealth Management’s Alcoa AA Stock Holding History

Circle Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Hold
8,746
– – 0.01% 200
2025
Q1 		$267K Hold
8,746
– – 0.01% 200
2024
Q4 		$330K Buy
8,746
+612
+8% +$23.1K 0.01% 198
2024
Q3 		$314K Sell
8,134
-63
-0.8% -$2.43K 0.01% 197
2024
Q2 		$326K Buy
+8,197
New +$326K 0.01% 188