Accel Wealth Management’s Arm ARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
3,519
-95
| -3% | -$15.4K | 0.19% | 121 |
|
|
2025
Q1 | $386K | Buy |
3,614
+55
| +2% | +$5.87K | 0.14% | 147 |
|
|
2024
Q4 | $439K | Buy |
3,559
+3
| +0.1% | +$370 | 0.17% | 140 |
|
|
2024
Q3 | $509K | Buy |
3,556
+251
| +8% | +$35.9K | 0.19% | 125 |
|
|
2024
Q2 | $541K | Buy |
3,305
+247
| +8% | +$40.4K | 0.22% | 112 |
|
|
2024
Q1 | $382K | Buy |
+3,058
| New | +$382K | 0.16% | 132 |
|