AWM
Accel Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
364,694
+4,185
| +1% | +$24.4K | 0.71% | 35 |
|
|
2025
Q1 | $1.99M | Buy |
360,509
+14,473
| +4% | +$79.7K | 0.72% | 36 |
|
|
2024
Q4 | $1.86M | Buy |
346,036
+19,990
| +6% | +$108K | 0.71% | 37 |
|
|
2024
Q3 | $1.79M | Buy |
326,046
+4,789
| +1% | +$26.3K | 0.67% | 41 |
|
|
2024
Q2 | $1.67M | Buy |
321,257
+25,443
| +9% | +$132K | 0.67% | 42 |
|
|
2024
Q1 | $1.63M | Buy |
295,814
+9,951
| +3% | +$54.9K | 0.69% | 41 |
|
|
2023
Q4 | $1.45M | Sell |
285,863
-6,528
| -2% | -$33.2K | 0.73% | 39 |
|
|
2023
Q3 | $1.5M | Sell |
292,391
-7,509
| -3% | -$38.5K | 0.84% | 34 |
|
|
2023
Q2 | $1.74M | Buy |
299,900
+27,591
| +10% | +$160K | 0.96% | 27 |
|
|
2023
Q1 | $1.56M | Sell |
272,309
-42,036
| -13% | -$241K | 0.64% | 38 |
|
|
2022
Q4 | $1.72M | Buy |
314,345
+17,609
| +6% | +$96.5K | 0.82% | 32 |
|
|
2022
Q3 | $1.71M | Buy |
296,736
+2,279
| +0.8% | +$13.1K | 0.91% | 27 |
|
|
2022
Q2 | $1.73M | Sell |
294,457
-16,009
| -5% | -$93.9K | 0.99% | 25 |
|
|
2022
Q1 | $2.16M | Buy |
310,466
+17,801
| +6% | +$124K | 1.12% | 21 |
|
|
2021
Q4 | $2.1M | Buy |
292,665
+85,099
| +41% | +$612K | 1.03% | 23 |
|
|
2021
Q3 | $1.38M | Buy |
207,566
+131,853
| +174% | +$877K | 0.89% | 30 |
|
|
2021
Q2 | $522K | Buy |
+75,713
| New | +$522K | 0.35% | 68 |
|