PWA
Phoenix Wealth Advisors’s Akamai AKAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,487
| Closed | -$200K | – | 126 |
|
|
2025
Q1 | $200K | Sell |
2,487
-52
| -2% | -$4.19K | 0.09% | 122 |
|
|
2024
Q4 | $243K | Sell |
2,539
-35
| -1% | -$3.35K | 0.11% | 106 |
|
|
2024
Q3 | $260K | Sell |
2,574
-49
| -2% | -$4.95K | 0.12% | 107 |
|
|
2024
Q2 | $236K | Buy |
2,623
+79
| +3% | +$7.12K | 0.12% | 112 |
|
|
2024
Q1 | $277K | Sell |
2,544
-38
| -1% | -$4.13K | 0.17% | 99 |
|
|
2023
Q4 | $302K | Sell |
2,582
-53
| -2% | -$6.2K | 0.21% | 90 |
|
|
2023
Q3 | $281K | Buy |
2,635
+37
| +1% | +$3.94K | 0.16% | 92 |
|
|
2023
Q2 | $233K | Sell |
2,598
-23
| -0.9% | -$2.07K | 0.14% | 100 |
|
|
2023
Q1 | $205K | Buy |
2,621
+44
| +2% | +$3.45K | 0.13% | 102 |
|
|
2022
Q4 | $217K | Buy |
+2,577
| New | +$217K | 0.13% | 103 |
|
|
2022
Q3 | – | Sell |
-2,479
| Closed | -$226K | – | 109 |
|
|
2022
Q2 | $226K | Buy |
2,479
+143
| +6% | +$13K | 0.22% | 102 |
|
|
2022
Q1 | $279K | Buy |
2,336
+164
| +8% | +$19.6K | 0.29% | 76 |
|
|
2021
Q4 | $254K | Sell |
2,172
-495
| -19% | -$57.9K | 0.19% | 102 |
|
|
2021
Q3 | $279K | Buy |
2,667
+23
| +0.9% | +$2.41K | 0.21% | 94 |
|
|
2021
Q2 | $310K | Buy |
2,644
+230
| +10% | +$27K | 0.22% | 93 |
|
|
2021
Q1 | $248K | Buy |
2,414
+540
| +29% | +$55.5K | 0.19% | 101 |
|
|
2020
Q4 | $197K | Buy |
+1,874
| New | +$197K | 0.15% | 110 |
|