Charles Schwab’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-363,073
| Closed | -$17.1M | – | 3539 |
|
|
2023
Q4 | $17.1M | Buy |
363,073
+10,970
| +3% | +$517K | ﹤0.01% | 1680 |
|
|
2023
Q3 | $13.3M | Buy |
352,103
+17,816
| +5% | +$671K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $15.2M | Buy |
334,287
+7,478
| +2% | +$340K | ﹤0.01% | 1683 |
|
|
2023
Q1 | $19.2M | Buy |
326,809
+58
| +0% | +$3.41K | 0.01% | 1505 |
|
|
2022
Q4 | $16.6M | Buy |
326,751
+11,553
| +4% | +$585K | 0.01% | 1563 |
|
|
2022
Q3 | $17.6M | Buy |
315,198
+12,192
| +4% | +$681K | 0.01% | 1461 |
|
|
2022
Q2 | $14.7M | Sell |
303,006
-4,537
| -1% | -$220K | 0.01% | 1612 |
|
|
2022
Q1 | $22M | Buy |
307,543
+6,346
| +2% | +$454K | 0.01% | 1471 |
|
|
2021
Q4 | $18.2M | Buy |
301,197
+8,418
| +3% | +$509K | 0.01% | 1654 |
|
|
2021
Q3 | $21.4M | Sell |
292,779
-7,010
| -2% | -$512K | 0.01% | 1531 |
|
|
2021
Q2 | $25.8M | Buy |
299,789
+7,339
| +3% | +$631K | 0.01% | 1376 |
|
|
2021
Q1 | $24.3M | Buy |
292,450
+25,058
| +9% | +$2.08M | 0.01% | 1380 |
|
|
2020
Q4 | $32.6M | Buy |
267,392
+5,410
| +2% | +$659K | 0.01% | 1046 |
|
|
2020
Q3 | $29.7M | Buy |
261,982
+19,423
| +8% | +$2.21M | 0.01% | 951 |
|
|
2020
Q2 | $39.8M | Buy |
242,559
+10,709
| +5% | +$1.76M | 0.02% | 717 |
|
|
2020
Q1 | $22.1M | Buy |
231,850
+22,214
| +11% | +$2.11M | 0.01% | 947 |
|
|
2019
Q4 | $21M | Buy |
209,636
+12,859
| +7% | +$1.29M | 0.01% | 1170 |
|
|
2019
Q3 | $21.1M | Buy |
196,777
+20,034
| +11% | +$2.15M | 0.01% | 1113 |
|
|
2019
Q2 | $19.3M | Buy |
176,743
+6,875
| +4% | +$750K | 0.01% | 1162 |
|
|
2019
Q1 | $14.2M | Buy |
169,868
+7,487
| +5% | +$628K | 0.01% | 1346 |
|
|
2018
Q4 | $9.66M | Sell |
162,381
-333
| -0.2% | -$19.8K | 0.01% | 1476 |
|
|
2018
Q3 | $9.31M | Buy |
162,714
+103,804
| +176% | +$5.94M | 0.01% | 1690 |
|
|
2018
Q2 | $2.25M | Buy |
58,910
+9,900
| +20% | +$378K | ﹤0.01% | 2338 |
|
|
2018
Q1 | $1.67M | Buy |
49,010
+2,500
| +5% | +$85.4K | ﹤0.01% | 2380 |
|
|
2017
Q4 | $1.18M | Buy |
46,510
+31,610
| +212% | +$799K | ﹤0.01% | 2465 |
|
|
2017
Q3 | $304K | Hold |
14,900
| – | – | ﹤0.01% | 2866 |
|
|
2017
Q2 | $291K | Buy |
+14,900
| New | +$291K | ﹤0.01% | 2884 |
|