Moneta Group Investment Advisors’s American Well AMWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-494
| Closed | -$64.3K | – | 648 |
|
|
2024
Q2 | $64.3K | Buy |
494
+156
| +46% | +$20.3K | ﹤0.01% | 598 |
|
|
2024
Q1 | $110K | Sell |
338
-6,427
| -95% | -$2.09M | ﹤0.01% | 584 |
|
|
2023
Q4 | $202K | Hold |
6,765
| – | – | ﹤0.01% | 531 |
|
|
2023
Q3 | $158K | Hold |
6,765
| – | – | ﹤0.01% | 500 |
|
|
2023
Q2 | $284K | Hold |
6,765
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $319K | Buy |
6,765
+6,266
| +1,256% | +$296K | 0.01% | 402 |
|
|
2022
Q4 | $39.6K | Buy |
+499
| New | +$39.6K | ﹤0.01% | 449 |
|