CWM
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Circle Wealth Management’s Astera Labs ALAB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,323
Closed -$1.5M 227
2024
Q4
$1.5M Buy
11,323
+4,092
+57% +$542K 0.03% 86
2024
Q3
$379K Buy
+7,231
New +$379K 0.01% 188