Plante Moran Financial Advisors’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28
| Closed | -$2K | – | 957 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 809 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 867 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 742 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 749 |
|
|
2018
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 938 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 863 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 793 |
|
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 765 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 858 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 950 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 914 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 885 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 828 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 931 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 692 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 711 |
|
|
2015
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 705 |
|
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 795 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 776 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 810 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 599 |
|
|
2013
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 673 |
|
|
2013
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 613 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$1.02K | ﹤0.01% | 577 |
|
Plante Moran Financial Advisors's BID Position: Q4 2019 in Review
Plante Moran Financial Advisors sold out of Sotheby's (BID) in Q4 2019, closing a stake of 28 shares — an estimated $2K sold.
Plante Moran Financial Advisors first reported a position in BID in Q2 2013 and held it in 26 quarters. The position peaked at $2K in Q3 2019. 0 funds tracked by Wall St. Rank hold BID as of Q4 2019.
- Plante Moran Financial Advisors reported no remaining Sotheby's position as of Q4 2019 after selling out during the quarter.
- Plante Moran Financial Advisors sold 28 Sotheby's shares in Q4 2019, an estimated $2K.
- Plante Moran Financial Advisors first reported a position in Sotheby's in Q2 2013 and held it in 26 quarters.
- Plante Moran Financial Advisors's Sotheby's position peaked at $2K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Sotheby's as of Q4 2019.
Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.