AWAM
Appian Way Asset Management’s Dycom Industries DY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Sell |
28,435
-161,250
| -85% | -$39.4M | 1.54% | 12 |
|
|
2025
Q1 | $28.9M | Buy |
189,685
+98,542
| +108% | +$15M | 6.47% | 7 |
|
|
2024
Q4 | $15.9M | Sell |
91,143
-111,408
| -55% | -$19.4M | 3.3% | 9 |
|
|
2024
Q3 | $39.9M | Buy |
202,551
+30,207
| +18% | +$5.95M | 8.98% | 4 |
|
|
2024
Q2 | $29.1M | Sell |
172,344
-25,020
| -13% | -$4.22M | 7.45% | 5 |
|
|
2024
Q1 | $28.3M | Buy |
197,364
+90,198
| +84% | +$12.9M | 7.43% | 3 |
|
|
2023
Q4 | $12.3M | Buy |
107,166
+57,627
| +116% | +$6.63M | 2.59% | 8 |
|
|
2023
Q3 | $4.41M | Buy |
+49,539
| New | +$4.41M | 1.05% | 19 |
|
|
2023
Q2 | – | Sell |
-153,600
| Closed | -$14.4M | – | 25 |
|
|
2023
Q1 | $14.4M | Buy |
+153,600
| New | +$14.4M | 4.81% | 8 |
|