EWM
Empirical Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Sell |
68,419
-9,245
| -12% | -$842K | 0.14% | 114 |
|
|
2025
Q1 | $7.47M | Sell |
77,664
-119,447
| -61% | -$11.5M | 0.19% | 100 |
|
|
2024
Q4 | $18.2M | Buy |
197,111
+6,663
| +3% | +$615K | 0.49% | 39 |
|
|
2024
Q3 | $21.3M | Buy |
190,448
+9,529
| +5% | +$1.07M | 0.6% | 32 |
|
|
2024
Q2 | $18.3M | Sell |
180,919
-5,264
| -3% | -$531K | 0.54% | 33 |
|
|
2024
Q1 | $17.2M | Buy |
186,183
+8,079
| +5% | +$747K | 0.52% | 35 |
|
|
2023
Q4 | $13.2M | Buy |
178,104
+1,063
| +0.6% | +$78.9K | 0.44% | 41 |
|
|
2023
Q3 | $14.1M | Buy |
177,041
+9,633
| +6% | +$768K | 0.55% | 32 |
|
|
2023
Q2 | $12.5M | Sell |
167,408
-8,508
| -5% | -$637K | 0.5% | 38 |
|
|
2023
Q1 | $11.9M | Buy |
175,916
+1,960
| +1% | +$133K | 0.52% | 35 |
|
|
2022
Q4 | $10.9M | Buy |
173,956
+1,310
| +0.8% | +$82.2K | 0.51% | 39 |
|
|
2022
Q3 | $7.86M | Buy |
172,646
+47,951
| +38% | +$2.18M | 0.41% | 50 |
|
|
2022
Q2 | $5.67M | Buy |
124,695
+104,655
| +522% | +$4.76M | 0.3% | 63 |
|
|
2022
Q1 | $970K | Buy |
20,040
+7,475
| +59% | +$362K | 0.05% | 219 |
|
|
2021
Q4 | $558K | Buy |
+12,565
| New | +$558K | 0.03% | 323 |
|
|
2020
Q1 | – | Sell |
-5,256
| Closed | -$225K | – | 313 |
|
|
2019
Q4 | $225K | Buy |
+5,256
| New | +$225K | 0.02% | 291 |
|