Axxcess Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,265
| Closed | -$234K | – | 858 |
|
|
2024
Q4 | $234K | Sell |
1,265
-18
| -1% | -$3.32K | 0.01% | 756 |
|
|
2024
Q3 | $253K | Sell |
1,283
-41
| -3% | -$8.08K | 0.01% | 748 |
|
|
2024
Q2 | $274K | Sell |
1,324
-770
| -37% | -$159K | 0.01% | 686 |
|
|
2024
Q1 | $567K | Buy |
2,094
+741
| +55% | +$201K | 0.02% | 506 |
|
|
2023
Q4 | $320K | Sell |
1,353
-10
| -0.7% | -$2.36K | 0.01% | 626 |
|
|
2023
Q3 | $267K | Buy |
1,363
+141
| +12% | +$27.6K | 0.01% | 629 |
|
|
2023
Q2 | $257K | Sell |
1,222
-61
| -5% | -$12.8K | 0.02% | 488 |
|
|
2023
Q1 | $259K | Sell |
1,283
-1
| -0.1% | -$202 | 0.02% | 516 |
|
|
2022
Q4 | $280K | Sell |
1,284
-835
| -39% | -$182K | 0.02% | 462 |
|
|
2022
Q3 | $417K | Buy |
2,119
+124
| +6% | +$24.4K | 0.04% | 345 |
|
|
2022
Q2 | $426K | Sell |
1,995
-467
| -19% | -$99.7K | 0.04% | 329 |
|
|
2022
Q1 | $699K | Sell |
2,462
-602
| -20% | -$171K | 0.05% | 287 |
|
|
2021
Q4 | $1.15M | Buy |
+3,064
| New | +$1.15M | 0.08% | 186 |
|