Disciplined Growth Investors’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 | $198M | Buy |
3,491,824
+102,481
| +3% | +$5.8M | 3.78% | 8 |
|
|
2025
Q1 | $189M | Buy |
3,389,343
+447,787
| +15% | +$24.9M | 3.9% | 8 |
|
|
2024
Q4 | $179M | Buy |
2,941,556
+66,707
| +2% | +$4.06M | 3.4% | 8 |
|
|
2024
Q3 | $157M | Buy |
2,874,849
+163,851
| +6% | +$8.96M | 2.97% | 9 |
|
|
2024
Q2 | $172M | Buy |
2,710,998
+158,465
| +6% | +$10.1M | 3.24% | 7 |
|
|
2024
Q1 | $185M | Buy |
2,552,533
+816,823
| +47% | +$59.2M | 3.37% | 7 |
|
|
2023
Q4 | $112M | Sell |
1,735,710
-422
| -0% | -$27.3K | 2.45% | 15 |
|
|
2023
Q3 | $106M | Sell |
1,736,132
-14,280
| -0.8% | -$873K | 2.53% | 15 |
|
|
2023
Q2 | $90.5M | Sell |
1,750,412
-6,234
| -0.4% | -$322K | 2.04% | 19 |
|
|
2023
Q1 | $88.3M | Sell |
1,756,646
-159,324
| -8% | -$8.01M | 2.27% | 18 |
|
|
2022
Q4 | $94.8M | Sell |
1,915,970
-20,274
| -1% | -$1M | 2.43% | 17 |
|
|
2022
Q3 | $126M | Buy |
1,936,244
+5,931
| +0.3% | +$385K | 3.49% | 9 |
|
|
2022
Q2 | $119M | Buy |
1,930,313
+739,795
| +62% | +$45.8M | 3.21% | 12 |
|
|
2022
Q1 | $79.1M | Buy |
1,190,518
+18,559
| +2% | +$1.23M | 1.72% | 27 |
|
|
2021
Q4 | $99.4M | Sell |
1,171,959
-5,371
| -0.5% | -$456K | 2% | 22 |
|
|
2021
Q3 | $92.1M | Sell |
1,177,330
-22,230
| -2% | -$1.74M | 1.82% | 23 |
|
|
2021
Q2 | $102M | Buy |
1,199,560
+30,054
| +3% | +$2.55M | 1.94% | 20 |
|
|
2021
Q1 | $101M | Sell |
1,169,506
-169,766
| -13% | -$14.7M | 2.05% | 21 |
|
|
2020
Q4 | $139M | Buy |
1,339,272
+766,170
| +134% | +$79.3M | 2.67% | 13 |
|
|
2020
Q3 | $31.7M | Sell |
573,102
-15,478
| -3% | -$855K | 0.74% | 41 |
|
|
2020
Q2 | $38.1M | Sell |
588,580
-182,280
| -24% | -$11.8M | 0.92% | 40 |
|
|
2020
Q1 | $30M | Buy |
+770,860
| New | +$30M | 0.69% | 44 |
|