Plante Moran Financial Advisors’s R1 RCM Inc. Common Stock RCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-22,002
| Closed | -$312K | – | 1002 |
|
2024
Q3 | $312K | Hold |
22,002
| – | – | 0.03% | 128 |
|
2024
Q2 | $276K | Hold |
22,002
| – | – | 0.03% | 138 |
|
2024
Q1 | $283K | Sell |
22,002
-7,417
| -25% | -$95.5K | 0.03% | 135 |
|
2023
Q4 | $311K | Hold |
29,419
| – | – | 0.03% | 120 |
|
2023
Q3 | $443K | Hold |
29,419
| – | – | 0.05% | 85 |
|
2023
Q2 | $543K | Sell |
29,419
-24,907
| -46% | -$460K | 0.06% | 77 |
|
2023
Q1 | $815K | Buy |
54,326
+23,998
| +79% | +$360K | 0.11% | 52 |
|
2022
Q4 | $332K | Hold |
30,328
| – | – | 0.05% | 108 |
|
2022
Q3 | $562K | Sell |
30,328
-43,924
| -59% | -$814K | 0.1% | 70 |
|
2022
Q2 | $1.56M | Sell |
74,252
-24,305
| -25% | -$509K | 0.26% | 31 |
|
2022
Q1 | $2.64M | Hold |
98,557
| – | – | 0.49% | 22 |
|
2021
Q4 | $2.51M | Buy |
98,557
+80,815
| +456% | +$2.06M | 0.41% | 22 |
|
2021
Q3 | $391K | Hold |
17,742
| – | – | 0.09% | 113 |
|
2021
Q2 | $395K | Sell |
17,742
-116
| -0.6% | -$2.58K | 0.1% | 101 |
|
2021
Q1 | $441K | Buy |
17,858
+13,613
| +321% | +$336K | 0.12% | 85 |
|
2020
Q4 | $102K | Buy |
+4,245
| New | +$102K | 0.03% | 250 |
|
2019
Q4 | – | Sell |
-32,940
| Closed | -$294K | – | 920 |
|
2019
Q3 | $294K | Hold |
32,940
| – | – | 0.09% | 123 |
|
2019
Q2 | $414K | Hold |
32,940
| – | – | 0.13% | 95 |
|
2019
Q1 | $319K | Sell |
32,940
-53,240
| -62% | -$516K | 0.1% | 111 |
|
2018
Q4 | $685K | Buy |
+86,180
| New | +$685K | 0.24% | 59 |
|