BWP
Baldwin Wealth Partners’s Akamai AKAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-171
| Closed | -$17.3K | – | 256 |
|
|
2024
Q3 | $17.3K | Buy |
171
+158
| +1,215% | +$16K | ﹤0.01% | 717 |
|
|
2024
Q2 | $1.17K | Buy |
+13
| New | +$1.17K | ﹤0.01% | 712 |
|
|
2022
Q1 | – | Sell |
-1,725
| Closed | -$202K | – | 665 |
|
|
2021
Q4 | $202K | Hold |
1,725
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $180K | Buy |
1,725
+225
| +15% | +$23.5K | 0.02% | 208 |
|
|
2021
Q2 | $175K | Hold |
1,500
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $153K | Hold |
1,500
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $157K | Buy |
1,500
+56
| +4% | +$5.86K | 0.02% | 201 |
|
|
2020
Q3 | $160K | Buy |
1,444
+444
| +44% | +$49.2K | 0.02% | 178 |
|
|
2020
Q2 | $107K | Buy |
1,000
+500
| +100% | +$53.5K | 0.02% | 214 |
|
|
2020
Q1 | $46K | Buy |
+500
| New | +$46K | 0.01% | 282 |
|
|
2017
Q4 | – | Sell |
-480
| Closed | -$23K | – | 474 |
|
|
2017
Q3 | $23K | Sell |
480
-38,120
| -99% | -$1.83M | ﹤0.01% | 348 |
|
|
2017
Q2 | $1.92M | Sell |
38,600
-33,020
| -46% | -$1.65M | 0.31% | 56 |
|
|
2017
Q1 | $4.28M | Buy |
+71,620
| New | +$4.28M | 0.71% | 43 |
|
|
2016
Q3 | – | Sell |
-5,845
| Closed | -$327K | – | 532 |
|
|
2016
Q2 | $327K | Hold |
5,845
| – | – | 0.07% | 133 |
|
|
2016
Q1 | $325K | Sell |
5,845
-1,894
| -24% | -$105K | 0.06% | 170 |
|
|
2015
Q4 | $407K | Sell |
7,739
-2,029
| -21% | -$107K | 0.07% | 172 |
|
|
2015
Q3 | $675K | Sell |
9,768
-1,139
| -10% | -$78.7K | 0.11% | 143 |
|
|
2015
Q2 | $762K | Buy |
10,907
+14
| +0.1% | +$978 | 0.11% | 146 |
|
|
2015
Q1 | $774K | Buy |
10,893
+1,415
| +15% | +$101K | 0.11% | 142 |
|
|
2014
Q4 | $597K | Sell |
9,478
-1,375
| -13% | -$86.6K | 0.09% | 161 |
|
|
2014
Q3 | $649K | Buy |
10,853
+1,280
| +13% | +$76.5K | 0.09% | 163 |
|
|
2014
Q2 | $585K | Buy |
9,573
+423
| +5% | +$25.8K | 0.09% | 163 |
|
|
2014
Q1 | $533K | Sell |
9,150
-8,471
| -48% | -$493K | 0.09% | 164 |
|
|
2013
Q4 | $831K | Buy |
17,621
+1,907
| +12% | +$89.9K | 0.13% | 146 |
|
|
2013
Q3 | $812K | Buy |
15,714
+376
| +2% | +$19.4K | 0.15% | 132 |
|
|
2013
Q2 | $653K | Buy |
+15,338
| New | +$653K | 0.13% | 135 |
|