AWM
Avitas Wealth Management’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.02M | Buy |
18,939
+110
| +0.6% | +$11.8K | 0.28% | 90 |
|
|
2024
Q3 | $1.94M | Buy |
18,829
+292
| +2% | +$30.2K | 0.27% | 97 |
|
|
2024
Q2 | $1.63M | Buy |
18,537
+74
| +0.4% | +$6.52K | 0.24% | 102 |
|
|
2024
Q1 | $1.81M | Buy |
18,463
+251
| +1% | +$24.6K | 0.28% | 95 |
|
|
2023
Q4 | $1.68M | Buy |
18,212
+572
| +3% | +$52.9K | 0.28% | 101 |
|
|
2023
Q3 | $1.46M | Sell |
17,640
-45
| -0.3% | -$3.74K | 0.28% | 97 |
|
|
2023
Q2 | $1.5M | Buy |
17,685
+181
| +1% | +$15.3K | 0.27% | 98 |
|
|
2023
Q1 | $1.48M | Sell |
17,504
-114
| -0.6% | -$9.61K | 0.29% | 98 |
|
|
2022
Q4 | $1.5M | Sell |
17,618
-90
| -0.5% | -$7.64K | 0.32% | 88 |
|
|
2022
Q3 | $1.21M | Buy |
+17,708
| New | +$1.21M | 0.28% | 100 |
|