WMG Financial Advisors’s Cerence CRNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,731
| Closed | -$437K | – | 158 |
|
|
2024
Q1 | $437K | Sell |
27,731
-1,518
| -5% | -$23.9K | 0.25% | 72 |
|
|
2023
Q4 | $575K | Buy |
29,249
+322
| +1% | +$6.33K | 0.38% | 54 |
|
|
2023
Q3 | $589K | Sell |
28,927
-5,650
| -16% | -$115K | 0.5% | 45 |
|
|
2023
Q2 | $1.01M | Buy |
34,577
+1,771
| +5% | +$51.8K | 0.74% | 32 |
|
|
2023
Q1 | $933K | Sell |
32,806
-472
| -1% | -$13.4K | 0.77% | 39 |
|
|
2022
Q4 | $617K | Sell |
33,278
-1,680
| -5% | -$31.1K | 0.52% | 54 |
|
|
2022
Q3 | $557K | Hold |
34,958
| – | – | 0.5% | 54 |
|
|
2022
Q2 | $886K | Hold |
34,958
| – | – | 0.77% | 36 |
|
|
2022
Q1 | $1.26M | Buy |
34,958
+11,292
| +48% | +$407K | 0.93% | 24 |
|
|
2021
Q4 | $1.81M | Buy |
+23,666
| New | +$1.81M | 1.41% | 15 |
|