Total shares owned by 9258 Wealth Management
Historical chart of 9258 Wealth Management investment in Total
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Quarterly reported holdings in Total by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 4.2k | 64.62 |
| 2024-06-30 | $282k | 4.2k | 66.68 |
| 2024-03-31 | $271k | 3.9k | 68.82 |
| 2023-12-31 | $262k | 3.9k | 67.38 |
| 2023-09-30 | $216k | 3.3k | 65.76 |
| 2022-12-31 | $203k | 3.3k | 62.09 |
| 2022-06-30 | $255k | 4.8k | 52.60 |
| 2019-12-31 | $272k | 4.9k | 55.21 |
| 2019-09-30 | $278k | 5.4k | 51.93 |
| 2019-06-30 | $283k | 5.1k | 55.85 |
| 2019-03-31 | $221k | 4.0k | 55.64 |