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Concord Wealth Partners’s Owens Corning OC Stock Holding History

Concord Wealth Partners’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-106
Closed -$11.9K – 606
2025
Q4 		$11.9K Hold
106
– – ﹤0.01% 514
2025
Q3 		$15K Hold
106
– – ﹤0.01% 489
2025
Q2 		$14.6K Hold
106
– – ﹤0.01% 502
2025
Q1 		$15.1K Sell
106
-22
-17% -$3.64K ﹤0.01% 463
2024
Q4 		$21.8K Hold
128
– – ﹤0.01% 442
2024
Q3 		$22.6K Buy
128
+22
+21% +$3.71K ﹤0.01% 453
2024
Q2 		$18.4K Hold
106
– – ﹤0.01% 438
2024
Q1 		$17.7K Hold
106
– – ﹤0.01% 504
2023
Q4 		$15.7K Hold
106
– – ﹤0.01% 510
2023
Q3 		$14.5K Hold
106
– – ﹤0.01% 564
2023
Q2 		$13.8K Buy
+106
New +$11.6K ﹤0.01% 556

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VCM
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State Street
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Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
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First Trust Advisors
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DSA
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return