Axxcess Wealth Management’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $306K | Sell |
|
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|
2024
Q2 | $256K | Sell |
|
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|
2024
Q1 | $293K | Sell |
|
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $228K | Buy |
|
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $220K | Sell |
|
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|
2022
Q4 | $217K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $276K | Buy |
|