Geneos Wealth Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Sell |
52
-9
| -15% | -$2.69K | ﹤0.01% | 2144 |
|
|
2025
Q1 | $38.2K | Buy |
61
+38
| +165% | +$23.8K | ﹤0.01% | 2044 |
|
|
2024
Q4 | $6.72K | Hold |
23
| – | – | ﹤0.01% | 2213 |
|
|
2024
Q3 | $6.33K | Buy |
+23
| New | +$6.33K | ﹤0.01% | 1988 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$15K | – | 2385 |
|
|
2018
Q3 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 1695 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2064 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1925 |
|
|
2016
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1849 |
|