Wealth Architects’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $193K | Hold |
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|
2023
Q4 | $197K | Hold |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $197K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $203K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $202K | Buy |
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