GeoWealth 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
$220K Sell
738
-1
-0.1% -$298 0.01% 636
2025
Q1
$195K Sell
739
-51
-6% -$13.4K 0.01% 666
2024
Q4
$231K Buy
790
+48
+6% +$14K 0.01% 708
2024
Q3
$204K Sell
742
-256
-26% -$70.5K 0.01% 711
2024
Q2
$241K Buy
998
+9
+0.9% +$2.17K 0.01% 635
2024
Q1
$266K Buy
+989
New +$266K 0.01% 605