EverSource Wealth Advisors’s Acadian Asset Management Inc. AAMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
868
+521
| +150% | +$18.4K | ﹤0.01% | 1962 |
|
|
2025
Q1 | $8.97K | Buy |
347
+1
| +0.3% | +$26 | ﹤0.01% | 2161 |
|
|
2024
Q4 | $9.11K | Buy |
346
+42
| +14% | +$1.11K | ﹤0.01% | 2045 |
|
|
2024
Q3 | $7.72K | Hold |
304
| – | – | ﹤0.01% | 2008 |
|
|
2024
Q2 | $7.96K | Hold |
304
| – | – | ﹤0.01% | 1986 |
|
|
2024
Q1 | $6.76K | Hold |
304
| – | – | ﹤0.01% | 1892 |
|
|
2023
Q4 | $5.83K | Hold |
304
| – | – | ﹤0.01% | 1797 |
|
|
2023
Q3 | $5.9K | Hold |
304
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q2 | $6.37K | Hold |
304
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q1 | $7.17K | Sell |
304
-92
| -23% | -$2.17K | ﹤0.01% | 1510 |
|
|
2022
Q4 | $8.15K | Buy |
+396
| New | +$8.15K | ﹤0.01% | 1406 |
|