CWP
Concord Wealth Partners’s Nutanix NTNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98K | Buy |
52
+2
| +4% | +$153 | ﹤0.01% | 663 |
|
|
2025
Q1 | $3.49K | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2024
Q4 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $2.96K | Hold |
50
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $2.84K | Hold |
50
| – | – | ﹤0.01% | 633 |
|
|
2024
Q1 | $3.09K | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2023
Q4 | $2.39K | Hold |
50
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $1.74K | Hold |
50
| – | – | ﹤0.01% | 887 |
|
|
2023
Q2 | $1.4K | Hold |
50
| – | – | ﹤0.01% | 910 |
|
|
2023
Q1 | $1.3K | Hold |
50
| – | – | ﹤0.01% | 866 |
|
|
2022
Q4 | $1.3K | Buy |
+50
| New | +$1.3K | ﹤0.01% | 1018 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 789 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1146 |
|