Wedmont Private Capital’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $397K | Buy |
4,417
+305
| +7% | +$27.4K | 0.02% | 492 |
|
2025
Q1 | $294K | Buy |
4,112
+375
| +10% | +$26.8K | 0.02% | 530 |
|
2024
Q4 | $284K | Buy |
3,737
+80
| +2% | +$6.07K | 0.02% | 551 |
|
2024
Q3 | $259K | Buy |
+3,657
| New | +$259K | 0.01% | 553 |
|
2023
Q2 | – | Sell |
-4,184
| Closed | -$228K | – | 515 |
|
2023
Q1 | $228K | Sell |
4,184
-5,718
| -58% | -$311K | 0.03% | 412 |
|
2022
Q4 | $610K | Buy |
9,902
+5,452
| +123% | +$336K | 0.09% | 170 |
|
2022
Q3 | $252K | Buy |
+4,450
| New | +$252K | 0.05% | 299 |
|
2022
Q2 | – | Sell |
-3,708
| Closed | -$225K | – | 369 |
|
2022
Q1 | $225K | Buy |
+3,708
| New | +$225K | 0.05% | 291 |
|