Carson Wealth (CWM LLC)’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
7,861
+144
| +2% | +$16.2K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $716K | Sell |
7,717
-2,234
| -22% | -$207K | ﹤0.01% | 1309 |
|
|
2024
Q4 | $1.06M | Buy |
9,951
+676
| +7% | +$72.2K | ﹤0.01% | 1048 |
|
|
2024
Q3 | $958K | Buy |
9,275
+5,372
| +138% | +$555K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $344K | Buy |
3,903
+1,062
| +37% | +$93.6K | ﹤0.01% | 1326 |
|
|
2024
Q1 | $279K | Buy |
2,841
+184
| +7% | +$18.1K | ﹤0.01% | 1364 |
|
|
2023
Q4 | $246K | Sell |
2,657
-357
| -12% | -$33.1K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $250K | Buy |
3,014
+54
| +2% | +$4.48K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $251K | Buy |
2,960
+1,381
| +87% | +$117K | ﹤0.01% | 1173 |
|
|
2023
Q1 | $133K | Sell |
1,579
-53
| -3% | -$4.46K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $139K | Buy |
1,632
+187
| +13% | +$15.9K | ﹤0.01% | 1245 |
|
|
2022
Q3 | $99K | Buy |
1,445
+691
| +92% | +$47.3K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $49K | Sell |
754
-22
| -3% | -$1.43K | ﹤0.01% | 1635 |
|
|
2022
Q1 | $60K | Buy |
776
+293
| +61% | +$22.7K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $37K | Buy |
+483
| New | +$37K | ﹤0.01% | 1690 |
|
|
2021
Q2 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q1 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q4 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q3 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q2 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q1 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q4 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q3 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q2 | $27K | Hold |
433
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q1 | $27K | Buy |
+433
| New | +$27K | ﹤0.01% | 1652 |
|
|
2018
Q2 | – | Sell |
-41
| Closed | -$1K | – | 1673 |
|
|
2018
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1234 |
|