Kingswood Wealth Advisors’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
5,958
+2,041
| +52% | +$330K | 0.08% | 268 |
|
|
2025
Q1 | $418K | Sell |
3,917
-15
| -0.4% | -$1.6K | 0.04% | 443 |
|
|
2024
Q4 | $485K | Buy |
3,932
+453
| +13% | +$55.9K | 0.04% | 448 |
|
|
2024
Q3 | $498K | Buy |
+3,479
| New | +$498K | 0.04% | 453 |
|
|
2024
Q2 | – | Sell |
-3,520
| Closed | -$440K | – | 660 |
|
|
2024
Q1 | $440K | Buy |
+3,520
| New | +$440K | 0.05% | 381 |
|