Oppenheimer & Co’s Alteryx, Inc. AYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,714
| Closed | -$781K | – | 1474 |
|
|
2023
Q3 | $781K | Sell |
20,714
-6,031
| -23% | -$227K | 0.02% | 761 |
|
|
2023
Q2 | $1.21M | Buy |
26,745
+22,985
| +611% | +$1.04M | 0.02% | 638 |
|
|
2023
Q1 | $221K | Sell |
3,760
-212
| -5% | -$12.5K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $201K | Sell |
3,972
-551
| -12% | -$27.9K | ﹤0.01% | 1226 |
|
|
2022
Q3 | $253K | Buy |
4,523
+75
| +2% | +$4.2K | 0.01% | 1125 |
|
|
2022
Q2 | $215K | Buy |
4,448
+68
| +2% | +$3.29K | ﹤0.01% | 1238 |
|
|
2022
Q1 | $313K | Buy |
4,380
+509
| +13% | +$36.4K | 0.01% | 1185 |
|
|
2021
Q4 | $234K | Sell |
3,871
-933
| -19% | -$56.4K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $351K | Sell |
4,804
-760
| -14% | -$55.5K | 0.01% | 1156 |
|
|
2021
Q2 | $479K | Sell |
5,564
-3,365
| -38% | -$290K | 0.01% | 1050 |
|
|
2021
Q1 | $741K | Sell |
8,929
-28
| -0.3% | -$2.32K | 0.01% | 813 |
|
|
2020
Q4 | $1.09M | Buy |
8,957
+3,136
| +54% | +$382K | 0.02% | 622 |
|
|
2020
Q3 | $661K | Buy |
5,821
+582
| +11% | +$66.1K | 0.02% | 719 |
|
|
2020
Q2 | $861K | Buy |
5,239
+392
| +8% | +$64.4K | 0.02% | 629 |
|
|
2020
Q1 | $461K | Buy |
4,847
+245
| +5% | +$23.3K | 0.01% | 762 |
|
|
2019
Q4 | $461K | Sell |
4,602
-25,381
| -85% | -$2.54M | 0.01% | 867 |
|
|
2019
Q3 | $3.22M | Buy |
29,983
+23,468
| +360% | +$2.52M | 0.09% | 259 |
|
|
2019
Q2 | $711K | Buy |
6,515
+1,838
| +39% | +$201K | 0.02% | 695 |
|
|
2019
Q1 | $392K | Buy |
+4,677
| New | +$392K | 0.01% | 918 |
|
|
2018
Q4 | – | Sell |
-4,105
| Closed | -$235K | – | 1379 |
|
|
2018
Q3 | $235K | Buy |
+4,105
| New | +$235K | 0.01% | 1163 |
|