HNWAG
High Net Worth Advisory Group’s Arcellx ACLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
8,000
-500
| -6% | -$32.9K | 0.14% | 125 |
|
|
2025
Q1 | $558K | Hold |
8,500
| – | – | 0.16% | 120 |
|
|
2024
Q4 | $652K | Hold |
8,500
| – | – | 0.18% | 109 |
|
|
2024
Q3 | $710K | Buy |
8,500
+500
| +6% | +$41.8K | 0.19% | 105 |
|
|
2024
Q2 | $442K | Hold |
8,000
| – | – | 0.13% | 126 |
|
|
2024
Q1 | $556K | Buy |
8,000
+1,000
| +14% | +$69.6K | 0.18% | 111 |
|
|
2023
Q4 | $389K | Buy |
7,000
+500
| +8% | +$27.8K | 0.14% | 128 |
|
|
2023
Q3 | $233K | Buy |
+6,500
| New | +$233K | 0.09% | 165 |
|
|
2023
Q1 | – | Sell |
-4,000
| Closed | -$124K | – | 195 |
|
|
2022
Q4 | $124K | Buy |
4,000
+1,500
| +60% | +$46.5K | 0.05% | 228 |
|
|
2022
Q3 | $47K | Buy |
2,500
+1,000
| +67% | +$18.8K | 0.02% | 336 |
|
|
2022
Q2 | $27K | Hold |
1,500
| – | – | 0.01% | 405 |
|
|
2022
Q1 | $21K | Buy |
+1,500
| New | +$21K | 0.01% | 444 |
|