Laird Norton Wetherby Wealth Management’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
+11,032
| New | +$583K | 0.03% | 512 |
|
|
2024
Q4 | $460K | Buy |
10,621
+3
| +0% | +$130 | 0.02% | 559 |
|
|
2024
Q3 | $544K | Hold |
10,618
| – | – | 0.02% | 530 |
|
|
2024
Q2 | $672K | Sell |
10,618
-206
| -2% | -$13K | 0.03% | 460 |
|
|
2024
Q1 | $717K | Sell |
10,824
-10,839
| -50% | -$718K | 0.03% | 445 |
|
|
2023
Q4 | $2.13M | Buy |
21,663
+7,602
| +54% | +$747K | 0.11% | 190 |
|
|
2023
Q3 | $1.13M | Buy |
14,061
+531
| +4% | +$42.5K | 0.06% | 308 |
|
|
2023
Q2 | $1.09M | Buy |
13,530
+14
| +0.1% | +$1.13K | 0.06% | 319 |
|
|
2023
Q1 | $1.64M | Sell |
13,516
-2
| -0% | -$243 | 0.1% | 226 |
|
|
2022
Q4 | $1.8M | Buy |
13,518
+2
| +0% | +$266 | 0.12% | 193 |
|
|
2022
Q3 | $1.51M | Hold |
13,516
| – | – | 0.11% | 197 |
|
|
2022
Q2 | $1.83M | Hold |
13,516
| – | – | 0.13% | 165 |
|
|
2022
Q1 | $2.25M | Hold |
13,516
| – | – | 0.13% | 147 |
|
|
2021
Q4 | $2.41M | Hold |
13,516
| – | – | 0.14% | 137 |
|
|
2021
Q3 | $2.39M | Hold |
13,516
| – | – | 0.15% | 126 |
|
|
2021
Q2 | $2.17M | Buy |
+13,516
| New | +$2.17M | 0.13% | 144 |
|
|
2021
Q1 | – | Sell |
-22,917
| Closed | -$2.26M | – | 798 |
|
|
2020
Q4 | $2.26M | Buy |
+22,917
| New | +$2.26M | 0.15% | 126 |
|