Disciplined Growth Investors’s Alarm.com ALRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$141M	Sell	3,268,986 -148,531	-4%	-$7.09M	2.89%	13
2025 Q4	$174M	Buy	3,417,517 +85,422	+3%	+$4.35M	3.34%	11
2025 Q3	$177M	Sell	3,332,095 -159,729	-5%	-$8.91M	3.2%	10
2025 Q2	$198M	Buy	3,491,824 +102,481	+3%	+$5.69M	3.78%	8
2025 Q1	$189M	Buy	3,389,343 +447,787	+15%	+$26.9M	3.9%	8
2024 Q4	$179M	Buy	2,941,556 +66,707	+2%	+$3.97M	3.4%	8
2024 Q3	$157M	Buy	2,874,849 +163,851	+6%	+$10.1M	2.97%	9
2024 Q2	$172M	Buy	2,710,998 +158,465	+6%	+$10.5M	3.24%	7
2024 Q1	$185M	Buy	2,552,533 +816,823	+47%	+$55.5M	3.37%	7
2023 Q4	$112M	Sell	1,735,710 -422	-0%	-$24.2K	2.45%	15
2023 Q3	$106M	Sell	1,736,132 -14,280	-0.8%	-$807K	2.53%	15
2023 Q2	$90.5M	Sell	1,750,412 -6,234	-0.4%	-$307K	2.04%	19
2023 Q1	$88.3M	Sell	1,756,646 -159,324	-8%	-$8.2M	2.27%	18
2022 Q4	$94.8M	Sell	1,915,970 -20,274	-1%	-$1.12M	2.43%	17
2022 Q3	$126M	Buy	1,936,244 +5,931	+0.3%	+$407K	3.49%	9
2022 Q2	$119M	Buy	1,930,313 +739,795	+62%	+$45.5M	3.21%	12
2022 Q1	$79.1M	Buy	1,190,518 +18,559	+2%	+$1.31M	1.72%	27
2021 Q4	$99.4M	Sell	1,171,959 -5,371	-0.5%	-$439K	2%	22
2021 Q3	$92.1M	Sell	1,177,330 -22,230	-2%	-$1.84M	1.82%	23
2021 Q2	$102M	Buy	1,199,560 +30,054	+3%	+$2.57M	1.94%	20
2021 Q1	$101M	Sell	1,169,506 -169,766	-13%	-$16M	2.05%	21
2020 Q4	$139M	Buy	1,339,272 +766,170	+134%	+$55.6M	2.67%	13
2020 Q3	$31.7M	Sell	573,102 -15,478	-3%	-$957K	0.74%	41
2020 Q2	$38.1M	Sell	588,580 -182,280	-24%	-$9.17M	0.92%	40
2020 Q1	$30M	Buy	+770,860	New	+$33.6M	0.69%	44