Plante Moran Financial Advisors’s Canopy Growth CGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140 | Hold |
115
| – | – | ﹤0.01% | 759 |
|
|
2025
Q1 | $105 | Hold |
115
| – | – | ﹤0.01% | 779 |
|
|
2024
Q4 | $315 | Buy |
115
+86
| +297% | +$236 | ﹤0.01% | 880 |
|
|
2024
Q3 | $140 | Hold |
29
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $187 | Hold |
29
| – | – | ﹤0.01% | 759 |
|
|
2024
Q1 | $250 | Hold |
29
| – | – | ﹤0.01% | 814 |
|
|
2023
Q4 | $148 | Sell |
29
-1
| -3% | -$5 | ﹤0.01% | 794 |
|
|
2023
Q3 | $234 | Buy |
+30
| New | +$234 | ﹤0.01% | 725 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$3K | – | 933 |
|
|
2021
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 843 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 849 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 767 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$6K | – | 737 |
|
|
2019
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 590 |
|
|
2019
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 642 |
|
|
2019
Q2 | $12K | Buy |
+30
| New | +$12K | ﹤0.01% | 538 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 791 |
|