Concord Wealth Partners’s Cerence CRNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633 | Hold |
62
| – | – | ﹤0.01% | 777 |
|
|
2025
Q1 | $490 | Hold |
62
| – | – | ﹤0.01% | 760 |
|
|
2024
Q4 | $487 | Hold |
62
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $195 | Hold |
62
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $175 | Hold |
62
| – | – | ﹤0.01% | 797 |
|
|
2024
Q1 | $977 | Hold |
62
| – | – | ﹤0.01% | 794 |
|
|
2023
Q4 | $1.22K | Hold |
62
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $1.26K | Hold |
62
| – | – | ﹤0.01% | 924 |
|
|
2023
Q2 | $1.81K | Hold |
62
| – | – | ﹤0.01% | 882 |
|
|
2023
Q1 | $1.74K | Hold |
62
| – | – | ﹤0.01% | 836 |
|
|
2022
Q4 | $1.15K | Buy |
+62
| New | +$1.15K | ﹤0.01% | 1035 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$2K | – | 348 |
|
|
2022
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 933 |
|