GWMR
GC Wealth Management RIA’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,705
+204
| +8% | +$29.4K | 0.03% | 379 |
|
|
2025
Q1 | $326K | Buy |
2,501
+113
| +5% | +$14.7K | 0.06% | 237 |
|
|
2024
Q4 | $312K | Sell |
2,388
-49
| -2% | -$6.4K | 0.05% | 236 |
|
|
2024
Q3 | $355K | Buy |
2,437
+125
| +5% | +$18.2K | 0.06% | 235 |
|
|
2024
Q2 | $273K | Hold |
2,312
| – | – | 0.05% | 239 |
|
|
2024
Q1 | $311K | Buy |
+2,312
| New | +$311K | 0.06% | 219 |
|