Bayesian Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,265	Closed	-$309K	–	609
2025 Q2	$309K	Buy	+1,265	New	+$249K	0.05%	386
2024 Q1	–	Sell	-7,198	Closed	-$828K	–	858
2023 Q4	$828K	Sell	7,198 -100	-1%	-$9.49K	0.09%	272
2023 Q3	$650K	Buy	+7,298	New	+$728K	0.07%	309
2023 Q2	–	Sell	-12,135	Closed	-$1.14M	–	851
2023 Q1	$1.14M	Buy	12,135 +3,300	+37%	+$307K	0.14%	216
2022 Q4	$827K	Buy	8,835 +5,565	+170%	+$560K	0.12%	225
2022 Q3	$312K	Sell	3,270 -6,876	-68%	-$720K	0.06%	403
2022 Q2	$944K	Buy	+10,146	New	+$904K	0.18%	168
2019 Q4	–	Sell	-10,600	Closed	-$541K	–	633
2019 Q3	$541K	Buy	+10,600	New	+$535K	0.1%	259
2018 Q1	–	Sell	-9,200	Closed	-$1.02M	–	637
2017 Q4	$1.02M	Buy	+9,200	New	+$888K	0.21%	167
2017 Q2	–	Sell	-11,166	Closed	-$1.04M	–	475
2017 Q1	$1.04M	Buy	+11,166	New	+$948K	0.49%	36
2016 Q3	–	Sell	-6,866	Closed	-$616K	–	394
2016 Q2	$616K	Buy	+6,866	New	+$519K	0.37%	84