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Private Wealth Management Group’s Clear Secure YOU Stock Holding History

Private Wealth Management Group’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.83K Hold
203
– – ﹤0.01% 524
2025
Q4 		$7.12K Hold
203
– – ﹤0.01% 631
2025
Q3 		$6.78K Hold
203
– – ﹤0.01% 669
2025
Q2 		$5.64K Hold
203
– – ﹤0.01% 705
2025
Q1 		$5.26K Hold
203
– – ﹤0.01% 710
2024
Q4 		$5.41K Hold
203
– – ﹤0.01% 710
2024
Q3 		$6.73K Hold
203
– – ﹤0.01% 603
2024
Q2 		$3.8K Sell
203
-41
-17% -$742 ﹤0.01% 819
2024
Q1 		$5.19K Hold
244
– – ﹤0.01% 612
2023
Q4 		$5.04K Buy
+244
New +$4.74K ﹤0.01% 625

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Geode Capital Management
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