AE Wealth Management’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,469
| New | +$238K | ﹤0.01% | 1229 |
|
|
2025
Q1 | – | Sell |
-25,998
| Closed | -$3.21M | – | 2150 |
|
|
2024
Q4 | $3.21M | Sell |
25,998
-1,932
| -7% | -$238K | 0.03% | 432 |
|
|
2024
Q3 | $3.99M | Sell |
27,930
-2,228
| -7% | -$319K | 0.04% | 374 |
|
|
2024
Q2 | $4.93M | Buy |
+30,158
| New | +$4.93M | 0.05% | 329 |
|