AWE
Avidian Wealth Enterprises’s Veritex Holdings VBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-552,908
| Closed | -$10.1M | – | 490 |
|
|
2023
Q1 | $10.1M | Buy |
552,908
+24,536
| +5% | +$448K | 0.55% | 39 |
|
|
2022
Q4 | $14.8M | Buy |
528,372
+2,081
| +0.4% | +$58.4K | 0.97% | 26 |
|
|
2022
Q3 | $14M | Sell |
526,291
-22,793
| -4% | -$606K | 1.01% | 24 |
|
|
2022
Q2 | $16.1M | Sell |
549,084
-34,770
| -6% | -$1.02M | 1.14% | 18 |
|
|
2022
Q1 | $22.3M | Buy |
583,854
+31,330
| +6% | +$1.2M | 1.37% | 15 |
|
|
2021
Q4 | $22M | Buy |
552,524
+64,088
| +13% | +$2.55M | 1.37% | 15 |
|
|
2021
Q3 | $19.2M | Buy |
488,436
+19,806
| +4% | +$780K | 1.46% | 16 |
|
|
2021
Q2 | $16.6M | Sell |
468,630
-23,715
| -5% | -$840K | 1.27% | 17 |
|
|
2021
Q1 | $16.1M | Buy |
492,345
+962
| +0.2% | +$31.5K | 1.37% | 16 |
|
|
2020
Q4 | $12.6M | Sell |
491,383
-2,254
| -0.5% | -$57.8K | 1.2% | 19 |
|
|
2020
Q3 | $8.41M | Buy |
493,637
+311,449
| +171% | +$5.3M | 0.95% | 23 |
|
|
2020
Q2 | $3.23M | Buy |
182,188
+643
| +0.4% | +$11.4K | 0.44% | 41 |
|
|
2020
Q1 | $2.54M | Buy |
181,545
+2,757
| +2% | +$38.5K | 0.41% | 37 |
|
|
2019
Q4 | $5.21M | Buy |
+178,788
| New | +$5.21M | 0.74% | 26 |
|