Bison Wealth’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,659
| Closed | -$688K | – | 321 |
|
2024
Q3 | $688K | Buy |
6,659
+1,232
| +23% | +$127K | 0.11% | 184 |
|
2024
Q2 | $532K | Hold |
5,427
| – | – | 0.09% | 232 |
|
2024
Q1 | $532K | Buy |
5,427
+428
| +9% | +$42K | 0.09% | 232 |
|
2023
Q4 | $462K | Buy |
4,999
+292
| +6% | +$27K | 0.08% | 245 |
|
2023
Q3 | $391K | Buy |
+4,707
| New | +$391K | 0.08% | 253 |
|