Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-715
Closed -$311 1187
2024
Q2
$311 Hold
715
﹤0.01% 977
2024
Q1
$208 Hold
715
﹤0.01% 948
2023
Q4
$349 Hold
715
﹤0.01% 947
2023
Q3
$393 Hold
715
﹤0.01% 978
2023
Q2
$794 Hold
715
﹤0.01% 953
2023
Q1
$1.14K Hold
715
﹤0.01% 957
2022
Q4
$801 Hold
715
﹤0.01% 886
2022
Q3
$2K Buy
+715
New +$5.13K ﹤0.01% 931

HM Payson & Co's AKLI Position: Q3 2024 in Review

HM Payson & Co sold out of Akili Inc (AKLI) in Q3 2024, closing a stake of 715 shares — an estimated $311 sold.

HM Payson & Co first reported a position in AKLI in Q3 2022 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 0 funds tracked by Wall St. Rank hold AKLI as of Q3 2024.

  • HM Payson & Co reported no remaining Akili Inc position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 715 Akili Inc shares in Q3 2024, an estimated $311.
  • HM Payson & Co first reported a position in Akili Inc in Q3 2022 and held it in 8 quarters.
  • HM Payson & Co's Akili Inc position peaked at $2K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Akili Inc as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.