CWM
Compass Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-803
| Closed | -$77.2K | – | 154 |
|
|
2025
Q1 | $77.2K | Hold |
803
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $74.2K | Hold |
803
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $89.8K | Hold |
803
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $81K | Hold |
803
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $74.2K | Hold |
803
| – | – | 0.02% | 217 |
|
|
2023
Q4 | $59.6K | Hold |
803
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $64K | Hold |
803
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $60.1K | Hold |
803
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $54.5K | Hold |
803
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $50.4K | Buy |
+803
| New | +$50.4K | 0.02% | 231 |
|