Venturi Wealth Management’s Axalta AXTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,581
| Closed | -$88.3K | – | 677 |
|
|
2024
Q4 | $88.3K | Buy |
2,581
+617
| +31% | +$21.1K | ﹤0.01% | 832 |
|
|
2024
Q3 | $71.1K | Buy |
1,964
+455
| +30% | +$16.5K | ﹤0.01% | 656 |
|
|
2024
Q2 | $51.6K | Buy |
1,509
+1,147
| +317% | +$39.2K | ﹤0.01% | 655 |
|
|
2024
Q1 | $12.5K | Buy |
362
+286
| +376% | +$9.84K | ﹤0.01% | 876 |
|
|
2023
Q4 | $2.58K | Buy |
76
+20
| +36% | +$679 | ﹤0.01% | 1157 |
|
|
2023
Q3 | $1.51K | Hold |
56
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q2 | $1.84K | Hold |
56
| – | – | ﹤0.01% | 931 |
|
|
2023
Q1 | $1.7K | Buy |
+56
| New | +$1.7K | ﹤0.01% | 1040 |
|