AWM
Ariadne Wealth Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
18,655
+1,399
| +8% | +$28.8K | 0.18% | 116 |
|
|
2025
Q1 | $285K | Sell |
17,256
-547
| -3% | -$9.04K | 0.15% | 150 |
|
|
2024
Q4 | $267K | Buy |
17,803
+3,887
| +28% | +$58.2K | 0.12% | 169 |
|
|
2024
Q3 | $185K | Buy |
+13,916
| New | +$185K | 0.1% | 206 |
|