Circle Wealth Management, LLC CBS CORP NEW Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 24, 2020
SELL
N/A
-24,143 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
N/A
-2,521 Reduced 9.45%
24,143 $975,000
Q2 2019

Aug 14, 2019
BUY
N/A
164 Added 0.62%
26,664 $1.33 Million
Q1 2019

May 15, 2019
BUY
N/A
26,500 New
26,500 $1.26 Million
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email