AWM
PDT

Axxcess Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Axxcess Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-540,241
Closed -$6.86M – 817
2025
Q4 		$6.86M Buy
540,241
+30,431
+6% +$394K 0.12% 170
2025
Q3 		$6.8M Buy
509,810
+22,316
+5% +$298K 0.14% 126
2025
Q2 		$6.42M Sell
487,494
-1,079
-0.2% -$13.7K 0.15% 121
2025
Q1 		$6.39M Buy
488,573
+16,005
+3% +$205K 0.17% 114
2024
Q4 		$6.02M Buy
472,568
+24,350
+5% +$315K 0.15% 123
2024
Q3 		$5.93M Sell
448,218
-36,277
-7% -$454K 0.15% 123
2024
Q2 		$5.71M Buy
484,495
+48,169
+11% +$551K 0.16% 116
2024
Q1 		$5.08M Buy
436,326
+57,786
+15% +$646K 0.14% 128
2023
Q4 		$4.03M Buy
378,540
+276,221
+270% +$2.78M 0.12% 144
2023
Q3 		$984K Buy
+102,319
New +$1.08M 0.03% 322

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WAM
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1CP
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PFA
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SWP
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