Number of Shares
33,992
Previous 39,584 14.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
N/A
-5,592 Reduced 14.13%
33,992 $0
Q4 2023

Feb 15, 2024

BUY
N/A
40 Added 0.1%
39,584 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-329 Reduced 0.83%
39,544 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-1,798 Reduced 4.31%
39,873 $0
Q1 2023

May 04, 2023

SELL
N/A
-394 Reduced 0.94%
41,671 $0
Q4 2022

Feb 10, 2023

SELL
N/A
-1,541 Reduced 3.53%
42,065 $0
Q3 2022

Nov 08, 2022

SELL
N/A
-128,319 Reduced 74.64%
43,606 $1.59 Million
Q2 2022

Aug 12, 2022

BUY
N/A
122,552 Added 248.22%
171,925 $7.01 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-6,296 Reduced 11.31%
49,373 $2.52 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-26,318 Reduced 32.1%
55,669 $2.81 Million
Q2 2021

Aug 10, 2021

SELL
N/A
-24,967 Reduced 23.34%
81,987 $4.22 Million
Q1 2021

May 13, 2021

SELL
N/A
-36,075 Reduced 25.22%
106,954 $5.25 Million
Q4 2020

Feb 09, 2021

SELL
N/A
-28,919 Reduced 16.82%
143,029 $6.75 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-23,710 Reduced 12.12%
171,948 $7.03 Million
Q2 2020

Aug 11, 2020

BUY
N/A
140,752 Added 256.35%
195,658 $7.59 Million
Q4 2019

Feb 18, 2020

BUY
N/A
2,658 Added 5.09%
54,906 $2.42 Million
Q3 2019

Oct 18, 2019

SELL
N/A
-3,958 Reduced 7.04%
52,248 $2.15 Million
Q2 2019

Jul 22, 2019

BUY
N/A
1,547 Added 2.83%
56,206 $2.34 Million
Q1 2019

Apr 18, 2019

SELL
N/A
-295 Reduced 0.54%
54,659 $2.23 Million
Q4 2018

Jan 23, 2019

BUY
N/A
54,954 New
54,954 $2.04 Million
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.