OWM
Orgel Wealth Management’s Cintas CTAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $446K | Hold |
2,000
| – | – | 0.01% | 66 |
|
2025
Q1 | $411K | Hold |
2,000
| – | – | 0.01% | 65 |
|
2024
Q4 | $365K | Hold |
2,000
| – | – | 0.01% | 71 |
|
2024
Q3 | $412K | Buy |
2,000
+1,500
| +300% | +$309K | 0.01% | 63 |
|
2024
Q2 | $350K | Hold |
500
| – | – | 0.01% | 63 |
|
2024
Q1 | $344K | Sell |
500
-24
| -5% | -$16.5K | 0.01% | 63 |
|
2023
Q4 | $316K | Sell |
524
-207
| -28% | -$125K | 0.01% | 66 |
|
2023
Q3 | $352K | Buy |
731
+231
| +46% | +$111K | 0.01% | 61 |
|
2023
Q2 | $249K | Hold |
500
| – | – | 0.01% | 68 |
|
2023
Q1 | $231K | Hold |
500
| – | – | 0.01% | 67 |
|
2022
Q4 | $226K | Buy |
+500
| New | +$226K | 0.01% | 72 |
|
2022
Q2 | – | Sell |
-500
| Closed | -$213K | – | 64 |
|
2022
Q1 | $213K | Hold |
500
| – | – | 0.01% | 61 |
|
2021
Q4 | $222K | Buy |
+500
| New | +$222K | 0.02% | 61 |
|