Plante Moran Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.49K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $31K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $43K | Hold |
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|
2019
Q1 | $39K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3K | Buy |
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