Wealth Architects’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
11,391
-56
| -0.5% | -$967 | 0.02% | 222 |
|
|
2025
Q1 | $221K | Buy |
11,447
+56
| +0.5% | +$1.08K | 0.02% | 211 |
|
|
2024
Q4 | $225K | Hold |
11,391
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $217K | Hold |
11,391
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $199K | Hold |
11,391
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $193K | Hold |
11,391
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $197K | Hold |
11,391
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $185K | Hold |
11,391
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $195K | Hold |
11,391
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $197K | Hold |
11,391
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $208K | Hold |
11,391
| – | – | 0.04% | 163 |
|
|
2022
Q3 | $213K | Hold |
11,391
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $232K | Hold |
11,391
| – | – | 0.05% | 159 |
|
|
2022
Q1 | $252K | Hold |
11,391
| – | – | 0.04% | 167 |
|
|
2021
Q4 | $233K | Hold |
11,391
| – | – | 0.04% | 170 |
|
|
2021
Q3 | $204K | Hold |
11,391
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $203K | Buy |
+11,391
| New | +$203K | 0.04% | 177 |
|
|
2019
Q4 | – | Sell |
-11,317
| Closed | -$202K | – | 142 |
|
|
2019
Q3 | $202K | Buy |
+11,317
| New | +$202K | 0.06% | 127 |
|