Savant Capital’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
2025
Q1
$885K Buy
2024
Q4
$439K Buy
2024
Q3
$545K Buy
2024
Q2
$307K Sell
2024
Q1
$464K Buy