RWA
Roberts Wealth Advisors’s Akamai AKAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,044
| Closed | -$1.3M | – | 96 |
|
|
2024
Q2 | $1.3M | Sell |
14,044
-1,551
| -10% | -$143K | 0.44% | 56 |
|
|
2024
Q1 | $1.59M | Buy |
15,595
+325
| +2% | +$33.2K | 0.6% | 53 |
|
|
2023
Q4 | $5.37M | Sell |
15,270
-93
| -0.6% | -$32.7K | 0.84% | 39 |
|
|
2023
Q3 | $1.65M | Buy |
15,363
+302
| +2% | +$32.4K | 0.73% | 50 |
|
|
2023
Q2 | $1.35M | Sell |
15,061
-145
| -1% | -$13K | 0.6% | 50 |
|
|
2023
Q1 | $1.18M | Buy |
15,206
+440
| +3% | +$34.1K | 0.54% | 52 |
|
|
2022
Q4 | $1.25M | Buy |
14,766
+374
| +3% | +$31.8K | 0.61% | 50 |
|
|
2022
Q3 | $1.22M | Buy |
14,392
+215
| +2% | +$18.2K | 0.6% | 49 |
|
|
2022
Q2 | $1.31M | Buy |
14,177
+237
| +2% | +$21.8K | 0.57% | 49 |
|
|
2022
Q1 | $1.68M | Buy |
13,940
+240
| +2% | +$28.9K | 0.66% | 45 |
|
|
2021
Q4 | $1.61M | Buy |
13,700
+304
| +2% | +$35.7K | 0.58% | 52 |
|
|
2021
Q3 | $1.4M | Buy |
+13,396
| New | +$1.4M | 0.55% | 54 |
|