Concentrum Wealth Management’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,500
| Closed | -$209K | – | 79 |
|
|
2024
Q4 | $209K | Hold |
6,500
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $207K | Hold |
6,500
| – | – | 0.08% | 69 |
|
|
2024
Q2 | $251K | Hold |
6,500
| – | – | 0.11% | 63 |
|
|
2024
Q1 | $251K | Hold |
6,500
| – | – | 0.12% | 57 |
|
|
2023
Q4 | $219K | Hold |
6,500
| – | – | 0.11% | 61 |
|
|
2023
Q3 | $201K | Hold |
6,500
| – | – | 0.12% | 58 |
|
|
2023
Q2 | $244K | Hold |
6,500
| – | – | 0.16% | 52 |
|
|
2023
Q1 | $213K | Buy |
+6,500
| New | +$213K | 0.16% | 57 |
|
|
2022
Q2 | – | Sell |
-6,500
| Closed | -$232K | – | 57 |
|
|
2022
Q1 | $232K | Hold |
6,500
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $299K | Hold |
6,500
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $267K | Hold |
6,500
| – | – | 0.17% | 50 |
|
|
2021
Q2 | $350K | Hold |
6,500
| – | – | 0.22% | 42 |
|
|
2021
Q1 | $350K | Buy |
+6,500
| New | +$350K | 0.26% | 36 |
|
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$216K | – | 41 |
|
|
2019
Q4 | $216K | Buy |
+6,500
| New | +$216K | 0.24% | 43 |
|