Institute for Wealth Management’s Arch Capital ACGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$377K	Hold	3,926	–	–	0.04%	376
2025 Q4	$377K	Sell	3,926 -60	-2%	-$5.49K	0.04%	376
2025 Q3	$362K	Sell	3,986 -4,693	-54%	-$421K	0.04%	403
2025 Q2	$790K	Hold	8,679	–	–	0.09%	240
2025 Q1	$835K	Buy	8,679 +4,218	+95%	+$389K	0.11%	214
2024 Q4	$412K	Sell	4,461 -60	-1%	-$6.06K	0.05%	326
2024 Q3	$506K	Sell	4,521 -170	-4%	-$17.7K	0.06%	296
2024 Q2	$473K	Sell	4,691 -50	-1%	-$4.86K	0.06%	291
2024 Q1	$438K	Sell	4,741 -11	-0.2%	-$930	0.06%	312
2023 Q4	$353K	Buy	4,752 +62	+1%	+$5.07K	0.06%	340
2023 Q3	$374K	Hold	4,690	–	–	0.07%	305
2023 Q2	$351K	Buy	4,690 +209	+5%	+$15.1K	0.06%	329
2023 Q1	$304K	Hold	4,481	–	–	0.06%	348
2022 Q4	$281K	Buy	+4,481	New	+$250K	0.06%	364