Independent Solutions Wealth Management’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
17,069
+498
| +3% | +$80.5K | 0.54% | 58 |
|
|
2025
Q1 | $1.77M | Buy |
16,571
+278
| +2% | +$29.7K | 0.4% | 79 |
|
|
2024
Q4 | $2.01M | Buy |
16,293
+1,621
| +11% | +$200K | 0.44% | 73 |
|
|
2024
Q3 | $2.1M | Sell |
14,672
-3,280
| -18% | -$469K | 0.47% | 63 |
|
|
2024
Q2 | $2.94M | Buy |
17,952
+1,911
| +12% | +$313K | 0.67% | 43 |
|
|
2024
Q1 | $2M | Buy |
+16,041
| New | +$2M | 0.48% | 64 |
|