Creative Planning’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $669K | Sell |
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|
2025
Q2 | $992K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $233K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $35K | Buy |
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|
2016
Q2 | $15K | Buy |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $2K | Buy |
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