CWM
Circle Wealth Management’s Credo Technology Group CRDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $550K | Sell |
13,687
-27,454
| -67% | -$1.1M | 0.01% | 157 |
|
|
2024
Q4 | $2.77M | Sell |
41,141
-9,923
| -19% | -$667K | 0.06% | 62 |
|
|
2024
Q3 | $1.57M | Buy |
51,064
+23,397
| +85% | +$720K | 0.03% | 83 |
|
|
2024
Q2 | $884K | Buy |
+27,667
| New | +$884K | 0.02% | 105 |
|