Congress Asset Management’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 |
-88,874
| Closed | -$4.19M | – | 382 |
|
|
2023
Q4 | $4.19M | Sell |
88,874
-3,003
| -3% | -$142K | 0.03% | 252 |
|
|
2023
Q3 | $3.46M | Buy |
91,877
+125
| +0.1% | +$4.71K | 0.03% | 246 |
|
|
2023
Q2 | $4.17M | Buy |
91,752
+1,142
| +1% | +$51.8K | 0.04% | 227 |
|
|
2023
Q1 | $5.33M | Buy |
90,610
+9,050
| +11% | +$533K | 0.05% | 211 |
|
|
2022
Q4 | $4.13M | Buy |
81,560
+15,827
| +24% | +$802K | 0.04% | 225 |
|
|
2022
Q3 | $3.67M | Buy |
65,733
+660
| +1% | +$36.9K | 0.04% | 223 |
|
|
2022
Q2 | $3.15M | Hold |
65,073
| – | – | 0.03% | 246 |
|
|
2022
Q1 | $4.66M | Buy |
65,073
+743
| +1% | +$53.2K | 0.04% | 239 |
|
|
2021
Q4 | $3.89M | Buy |
64,330
+18,499
| +40% | +$1.12M | 0.03% | 241 |
|
|
2021
Q3 | $3.35M | Buy |
45,831
+2,203
| +5% | +$161K | 0.03% | 241 |
|
|
2021
Q2 | $3.75M | Buy |
43,628
+35,096
| +411% | +$3.02M | 0.03% | 237 |
|
|
2021
Q1 | $708K | Buy |
8,532
+1,060
| +14% | +$88K | 0.01% | 306 |
|
|
2020
Q4 | $910K | Buy |
7,472
+115
| +2% | +$14K | 0.01% | 284 |
|
|
2020
Q3 | $835K | Buy |
+7,357
| New | +$835K | 0.01% | 271 |
|