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Company Main View
Name:
CONCENTRIC WEALTH MANAGEMENT LLC
City:
LAFAYETTE
State:
CA
Zip:
94549
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$375,649,000
Total Value Change :
$31,171,000
Securities Held Change :
10
All Securities Held :
136
New Positions
:
13
Closed Positions
:
3
Increased Positions
:
67
Unchanged Positions
:
18
Decreased Positions
:
38
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AEP
American Electric Power Co Inc
139
Closed
$92.67
$0
0
0%
-416,000
-5,118
0
Electric Utilities
YUM
YUM! Brands Inc
138
Closed
$134.34
$0
0
0%
-244,000
-1,871
0
Restaurants
CDNS
Cadence Design Systems Inc
137
Closed
$288.81
$0
0
0%
-435,000
-1,596
0
Technical & System So...
3
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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