Geneos Wealth Management’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64K | Sell |
50
-18
| -26% | -$2.03K | ﹤0.01% | 2537 |
|
|
2025
Q1 | $6.31K | Buy |
68
+62
| +1,033% | +$5.75K | ﹤0.01% | 2700 |
|
|
2024
Q4 | $641 | Hold |
6
| – | – | ﹤0.01% | 2853 |
|
|
2024
Q3 | $620 | Buy |
+6
| New | +$620 | ﹤0.01% | 2521 |
|
|
2022
Q1 | – | Sell |
-1,835
| Closed | -$141K | – | 2738 |
|
|
2021
Q4 | $141K | Sell |
1,835
-67
| -4% | -$5.15K | 0.01% | 1036 |
|
|
2021
Q3 | $125K | Hold |
1,902
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q2 | $119K | Buy |
1,902
+67
| +4% | +$4.19K | ﹤0.01% | 1096 |
|
|
2021
Q1 | $121K | Hold |
1,835
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q4 | $118K | Hold |
1,835
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q3 | $72K | Hold |
1,835
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q2 | $66K | Hold |
1,835
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q1 | $52K | Hold |
1,835
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q4 | $79K | Hold |
1,835
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q3 | $68K | Hold |
1,835
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q2 | $69K | Hold |
1,835
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q1 | $54K | Hold |
1,835
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q4 | $48K | Hold |
1,835
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q3 | $59K | Sell |
1,835
-200
| -10% | -$6.43K | ﹤0.01% | 1089 |
|
|
2018
Q2 | $67K | Hold |
2,035
| – | – | 0.01% | 922 |
|
|
2018
Q1 | $72K | Hold |
2,035
| – | – | 0.01% | 856 |
|
|
2017
Q4 | $75K | Buy |
2,035
+50
| +3% | +$1.84K | 0.01% | 845 |
|
|
2017
Q3 | $73K | Hold |
1,985
| – | – | 0.01% | 809 |
|
|
2017
Q2 | $64K | Sell |
1,985
-374
| -16% | -$12.1K | 0.01% | 838 |
|
|
2017
Q1 | $83K | Sell |
2,359
-15
| -0.6% | -$528 | 0.01% | 720 |
|
|
2016
Q4 | $86K | Buy |
2,374
+500
| +27% | +$18.1K | 0.01% | 653 |
|
|
2016
Q3 | $55K | Buy |
1,874
+39
| +2% | +$1.15K | 0.01% | 780 |
|
|
2016
Q2 | $58K | Hold |
1,835
| – | – | 0.01% | 750 |
|
|
2016
Q1 | $56K | Buy |
+1,835
| New | +$56K | 0.01% | 762 |
|