Heritage Wealth Advisors’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-325
| Closed | -$34.7K | – | 577 |
|
|
2024
Q4 | $34.7K | Hold |
325
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $33.6K | Hold |
325
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $28.6K | Hold |
325
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $31.9K | Hold |
325
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $30K | Hold |
325
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $27K | Hold |
325
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $27.5K | Hold |
325
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $27.4K | Hold |
325
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $27.6K | Hold |
325
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $22.2K | Hold |
325
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $21K | Hold |
325
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $25K | Hold |
325
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $25K | Hold |
325
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $20.5K | Hold |
325
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $20.6K | Sell |
325
-150
| -32% | -$9.5K | ﹤0.01% | 413 |
|
|
2021
Q1 | $30.5K | Buy |
475
+150
| +46% | +$9.62K | ﹤0.01% | 380 |
|
|
2020
Q4 | $16K | Buy |
+325
| New | +$16K | ﹤0.01% | 426 |
|