Creative Planning’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Sell |
17,536
-2,962
| -14% | -$168K | ﹤0.01% | 1844 |
|
|
2025
Q1 | $1.14M | Sell |
20,498
-1,868
| -8% | -$104K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $1.36M | Buy |
22,366
+8,052
| +56% | +$490K | ﹤0.01% | 1408 |
|
|
2024
Q3 | $783K | Sell |
14,314
-3,468
| -20% | -$190K | ﹤0.01% | 1717 |
|
|
2024
Q2 | $1.13M | Sell |
17,782
-4,346
| -20% | -$276K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $1.6M | Buy |
22,128
+2,835
| +15% | +$205K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $1.25M | Buy |
19,293
+4,602
| +31% | +$297K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $898K | Buy |
14,691
+9,160
| +166% | +$560K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $286K | Buy |
+5,531
| New | +$286K | ﹤0.01% | 1935 |
|
|
2018
Q3 | – | Sell |
-5,760
| Closed | -$233K | – | 1934 |
|
|
2018
Q2 | $233K | Buy |
+5,760
| New | +$233K | ﹤0.01% | 1520 |
|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$41K | – | 1911 |
|
|
2017
Q2 | $41K | Hold |
1,100
| – | – | ﹤0.01% | 2636 |
|
|
2017
Q1 | $34K | Sell |
1,100
-100
| -8% | -$3.09K | ﹤0.01% | 2713 |
|
|
2016
Q4 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 2690 |
|
|
2016
Q3 | $35K | Buy |
1,200
+600
| +100% | +$17.5K | ﹤0.01% | 2606 |
|
|
2016
Q2 | $15K | Buy |
600
+400
| +200% | +$10K | ﹤0.01% | 2936 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3504 |
|
|
2015
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 3798 |
|
|
2015
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3842 |
|