AWA
Amplius Wealth Advisors’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
2,246
+5
| +0.2% | +$564 | 0.02% | 177 |
|
|
2025
Q1 | $208K | Buy |
2,241
+10
| +0.4% | +$927 | 0.02% | 174 |
|
|
2024
Q4 | $238K | Sell |
2,231
-517
| -19% | -$55.2K | 0.02% | 158 |
|
|
2024
Q3 | $284K | Hold |
2,748
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $242K | Hold |
2,748
| – | – | 0.03% | 149 |
|
|
2024
Q1 | $270K | Hold |
2,748
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $254K | Sell |
2,748
-3
| -0.1% | -$277 | 0.03% | 139 |
|
|
2023
Q3 | $228K | Sell |
2,751
-333
| -11% | -$27.7K | 0.03% | 139 |
|
|
2023
Q2 | $261K | Hold |
3,084
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $260K | Buy |
3,084
+3
| +0.1% | +$253 | 0.04% | 136 |
|
|
2022
Q4 | $262K | Buy |
+3,081
| New | +$262K | 0.04% | 128 |
|
|
2022
Q2 | – | Sell |
-2,748
| Closed | -$211K | – | 172 |
|
|
2022
Q1 | $211K | Hold |
2,748
| – | – | 0.03% | 166 |
|
|
2021
Q4 | $212K | Buy |
+2,748
| New | +$212K | 0.03% | 182 |
|