Aldebaran Financial’s American Well AMWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,906
| Closed | -$4.08M | – | 75 |
|
|
2024
Q3 | $4.08M | Buy |
21,906
+20,843
| +1,961% | +$3.88M | 4.81% | 6 |
|
|
2024
Q2 | $4.11M | Buy |
1,063
+17
| +2% | +$65.7K | 5.38% | 6 |
|
|
2024
Q1 | $3.77M | Sell |
1,046
-24
| -2% | -$86.6K | 5.34% | 4 |
|
|
2023
Q4 | $3.25M | Sell |
1,070
-47
| -4% | -$143K | 4.79% | 5 |
|
|
2023
Q3 | $2.84M | Sell |
1,117
-295
| -21% | -$750K | 4.43% | 5 |
|
|
2023
Q2 | $3.68M | Sell |
1,412
-175
| -11% | -$456K | 5% | 5 |
|
|
2023
Q1 | $3.28M | Sell |
1,587
-355
| -18% | -$733K | 4.23% | 5 |
|
|
2022
Q4 | $3.26M | Buy |
1,942
+76
| +4% | +$128K | 3.51% | 5 |
|
|
2022
Q3 | $4.23M | Buy |
1,866
+32
| +2% | +$72.5K | 4.64% | 4 |
|
|
2022
Q2 | $3.94M | Buy |
1,834
+1,726
| +1,598% | +$3.71M | 4.17% | 4 |
|
|
2022
Q1 | $7.07M | Sell |
108
-3
| -3% | -$196K | 5.49% | 3 |
|
|
2021
Q4 | $7.41M | Hold |
111
| – | – | 5.47% | 4 |
|
|
2021
Q3 | $7.3M | Buy |
111
+2
| +2% | +$131K | 5.9% | 4 |
|
|
2021
Q2 | $7.46M | Sell |
109
-1
| -0.9% | -$68.4K | 6.13% | 4 |
|
|
2021
Q1 | $6.79M | Buy |
+110
| New | +$6.79M | 5.99% | 4 |
|