BTWM
Baker Tilly Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
3,729
-107
| -3% | -$9.74K | 0.12% | 174 |
|
|
2025
Q1 | $369K | Buy |
3,836
+327
| +9% | +$31.5K | 0.14% | 155 |
|
|
2024
Q4 | $324K | Buy |
3,509
+240
| +7% | +$22.2K | 0.13% | 179 |
|
|
2024
Q3 | $366K | Buy |
3,269
+666
| +26% | +$74.5K | 0.16% | 148 |
|
|
2024
Q2 | $263K | Buy |
2,603
+188
| +8% | +$19K | 0.11% | 219 |
|
|
2024
Q1 | $223K | Buy |
+2,415
| New | +$223K | 0.04% | 394 |
|
|
2023
Q4 | – | Sell |
-2,803
| Closed | -$223K | – | 464 |
|
|
2023
Q3 | $223K | Sell |
2,803
-4,944
| -64% | -$394K | 0.04% | 421 |
|
|
2023
Q2 | $580K | Buy |
7,747
+80
| +1% | +$5.99K | 0.06% | 301 |
|
|
2023
Q1 | $520K | Sell |
7,667
-468
| -6% | -$31.8K | 0.06% | 322 |
|
|
2022
Q4 | $511K | Buy |
8,135
+1,507
| +23% | +$94.6K | 0.06% | 317 |
|
|
2022
Q3 | $302K | Buy |
6,628
+172
| +3% | +$7.84K | 0.04% | 408 |
|
|
2022
Q2 | $294K | Buy |
6,456
+133
| +2% | +$6.06K | 0.04% | 414 |
|
|
2022
Q1 | $306K | Buy |
6,323
+346
| +6% | +$16.7K | 0.03% | 426 |
|
|
2021
Q4 | $266K | Buy |
5,977
+216
| +4% | +$9.61K | 0.03% | 451 |
|
|
2021
Q3 | $220K | Sell |
5,761
-646
| -10% | -$24.7K | 0.03% | 472 |
|
|
2021
Q2 | $249K | Buy |
6,407
+767
| +14% | +$29.8K | 0.04% | 436 |
|
|
2021
Q1 | $216K | Buy |
+5,640
| New | +$216K | 0.04% | 432 |
|