Circle Wealth Management, LLC's ownership history for MA

Circle Wealth Management, LLC currently holds 6.8K shares with a market value of $3.4M. It started holding MA on 2024-09-30. At its peak, it held 7.4K shares on 2025-12-31. Its highest holding value was $4.2M on 2025-12-31. At its lowest, it held 6.8K shares on 2026-03-31, with a value of $3.4M on 2026-03-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 527. In the recent year, Circle Wealth Management, LLC has decreased its shares by 376.