Integrated Wealth Concepts’s Aecom ACM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
3,743
+406
+12% +$45.8K ﹤0.01% 1368
2025
Q1
$309K Sell
3,337
-141
-4% -$13.1K ﹤0.01% 1400
2024
Q4
$371K Buy
3,478
+797
+30% +$85.1K ﹤0.01% 1258
2024
Q3
$277K Buy
2,681
+346
+15% +$35.7K ﹤0.01% 1394
2024
Q2
$206K Sell
2,335
-26
-1% -$2.29K ﹤0.01% 1511
2024
Q1
$232K Buy
2,361
+26
+1% +$2.55K ﹤0.01% 1455
2023
Q4
$216K Buy
+2,335
New +$216K ﹤0.01% 1431