Circle Wealth Management, LLC LAM RESEARCH CORP Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Number of Shares
19,479
Previous 20,723 6.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-1,244 Reduced 6.0%
19,479 $0
Q2 2025

Aug 14, 2025
BUY
N/A
427 Added 2.1%
20,723 $0
Q1 2025

May 14, 2025
BUY
N/A
2,509 Added 14.11%
20,296 $0
Q4 2024

Feb 14, 2025
BUY
N/A
17,787 New
17,787 $0
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