Heritage Investment Group’s Acuity Brands AYI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$597K Hold
2025
Q1
$527K Hold
2024
Q4
$584K Hold
2024
Q3
$551K Hold
2024
Q2
$483K Hold
2024
Q1
$537K Hold
2023
Q4
$410K Hold
2023
Q3
$341K Hold
2023
Q2
$326K Hold
2023
Q1
$365K Hold
2022
Q4
$331K Hold
2022
Q3
$315K Hold
2022
Q2
$308K Hold
2022
Q1
$379K Hold
2021
Q4
$423K Buy