Marcum Wealth’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $703K | Sell |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $774K | Hold |
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|
2022
Q3 | $771K | Buy |
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|
2022
Q2 | $822K | Hold |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $988K | Hold |
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|
2021
Q3 | $916K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $443K | Hold |
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|
2020
Q2 | $434K | Hold |
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|
2020
Q1 | $290K | Buy |
|