OCM
AYX
Osterweis Capital Management’s Alteryx, Inc. AYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$94.3K | – | 217 |
|
|
2023
Q4 | $94.3K | Hold |
2,000
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $75.4K | Hold |
2,000
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $90.8K | Buy |
+2,000
| New | +$90.8K | 0.01% | 156 |
|
|
2021
Q4 | – | Sell |
-10,410
| Closed | -$761K | – | 161 |
|
|
2021
Q3 | $761K | Buy |
+10,410
| New | +$761K | 0.04% | 112 |
|
|
2020
Q4 | – | Sell |
-8,490
| Closed | -$964K | – | 134 |
|
|
2020
Q3 | $964K | Sell |
8,490
-27,035
| -76% | -$3.07M | 0.07% | 100 |
|
|
2020
Q2 | $5.84M | Sell |
35,525
-15,335
| -30% | -$2.52M | 0.42% | 61 |
|
|
2020
Q1 | $4.84M | Buy |
50,860
+1,490
| +3% | +$142K | 0.39% | 58 |
|
|
2019
Q4 | $4.94M | Sell |
49,370
-4,795
| -9% | -$480K | 0.34% | 63 |
|
|
2019
Q3 | $5.82M | Sell |
54,165
-7,975
| -13% | -$857K | 0.42% | 53 |
|
|
2019
Q2 | $6.78M | Sell |
62,140
-20,930
| -25% | -$2.28M | 0.48% | 49 |
|
|
2019
Q1 | $6.97M | Sell |
83,070
-59,030
| -42% | -$4.95M | 0.44% | 58 |
|
|
2018
Q4 | $8.45M | Sell |
142,100
-6,430
| -4% | -$382K | 0.65% | 50 |
|
|
2018
Q3 | $8.5M | Buy |
148,530
+54,340
| +58% | +$3.11M | 0.54% | 57 |
|
|
2018
Q2 | $3.59M | Buy |
+94,190
| New | +$3.59M | 0.23% | 79 |
|
|
2017
Q4 | – | Sell |
-74,350
| Closed | -$1.52M | – | 114 |
|
|
2017
Q3 | $1.52M | Buy |
+74,350
| New | +$1.52M | 0.11% | 77 |
|