Plante Moran Financial Advisors’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-63
| Closed | -$6K | – | 1069 |
|
|
2021
Q4 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 802 |
|
|
2020
Q4 | – | Sell |
-212
| Closed | -$15K | – | 1069 |
|
|
2020
Q3 | $15K | Buy |
+212
| New | +$15K | 0.01% | 553 |
|
|
2020
Q2 | – | Sell |
-880
| Closed | -$55K | – | 908 |
|
|
2020
Q1 | $55K | Hold |
880
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $65K | Sell |
880
-637
| -42% | -$47.1K | 0.02% | 284 |
|
|
2019
Q3 | $103K | Sell |
1,517
-628
| -29% | -$42.6K | 0.03% | 235 |
|
|
2019
Q2 | $157K | Buy |
2,145
+843
| +65% | +$61.7K | 0.05% | 182 |
|
|
2019
Q1 | $74K | Sell |
1,302
-85
| -6% | -$4.83K | 0.02% | 257 |
|
|
2018
Q4 | $73K | Sell |
1,387
-53
| -4% | -$2.79K | 0.03% | 241 |
|
|
2018
Q3 | $93K | Hold |
1,440
| – | – | 0.03% | 219 |
|
|
2018
Q2 | $86K | Sell |
1,440
-438
| -23% | -$26.2K | 0.04% | 241 |
|
|
2018
Q1 | $109K | Sell |
1,878
-33
| -2% | -$1.92K | 0.06% | 219 |
|
|
2017
Q4 | $129K | Buy |
1,911
+1,833
| +2,350% | +$124K | 0.07% | 189 |
|
|
2017
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 640 |
|
|
2017
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 678 |
|
|
2017
Q1 | $5K | Sell |
78
-540
| -87% | -$34.6K | ﹤0.01% | 714 |
|
|
2016
Q4 | $29K | Buy |
618
+20
| +3% | +$939 | 0.02% | 419 |
|
|
2016
Q3 | $37K | Hold |
598
| – | – | 0.03% | 382 |
|
|
2016
Q2 | $35K | Hold |
598
| – | – | 0.03% | 347 |
|
|
2016
Q1 | $32K | Sell |
598
-66
| -10% | -$3.53K | 0.02% | 326 |
|
|
2015
Q4 | $40K | Hold |
664
| – | – | 0.03% | 322 |
|
|
2015
Q3 | $40K | Hold |
664
| – | – | 0.03% | 298 |
|
|
2015
Q2 | $46K | Sell |
664
-146
| -18% | -$10.1K | 0.03% | 312 |
|
|
2015
Q1 | $59K | Sell |
810
-60
| -7% | -$4.37K | 0.04% | 260 |
|
|
2014
Q4 | $56K | Hold |
870
| – | – | 0.04% | 265 |
|
|
2014
Q3 | $52K | Hold |
870
| – | – | 0.05% | 251 |
|
|
2014
Q2 | $45K | Buy |
870
+290
| +50% | +$15K | 0.04% | 251 |
|
|
2014
Q1 | $33K | Hold |
580
| – | – | 0.04% | 204 |
|
|
2013
Q4 | $32K | Sell |
580
-40
| -6% | -$2.21K | 0.02% | 293 |
|
|
2013
Q3 | $33K | Sell |
620
-80
| -11% | -$4.26K | 0.02% | 232 |
|
|
2013
Q2 | $34K | Buy |
+700
| New | +$34K | 0.03% | 202 |
|