AE Wealth Management’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,370
| Closed | -$467K | – | 2145 |
|
|
2024
Q4 | $467K | Buy |
4,370
+1,821
| +71% | +$195K | ﹤0.01% | 935 |
|
|
2024
Q3 | $263K | Buy |
2,549
+48
| +2% | +$4.96K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $220K | Buy |
2,501
+221
| +10% | +$19.5K | ﹤0.01% | 1131 |
|
|
2024
Q1 | $224K | Sell |
2,280
-795
| -26% | -$78K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $275K | Buy |
3,075
+451
| +17% | +$40.3K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $218K | Buy |
2,624
+242
| +10% | +$20.1K | ﹤0.01% | 1754 |
|
|
2023
Q2 | $202K | Buy |
+2,382
| New | +$202K | ﹤0.01% | 1745 |
|
|
2022
Q1 | – | Sell |
-2,887
| Closed | -$223K | – | 1655 |
|
|
2021
Q4 | $223K | Sell |
2,887
-322
| -10% | -$24.9K | ﹤0.01% | 1567 |
|
|
2021
Q3 | $203K | Buy |
+3,209
| New | +$203K | ﹤0.01% | 1519 |
|