Measured Wealth Private Client Group’s Allison Transmission ALSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.8K	Sell	263 -388	-60%	-$44.1K	0.01%	371
2025 Q4	$63.7K	Sell	651 -788	-55%	-$69.1K	0.02%	288
2025 Q3	$122K	Sell	1,439 -7,904	-85%	-$703K	0.03%	224
2025 Q2	$887K	Buy	9,343 +1,144	+14%	+$111K	0.27%	54
2025 Q1	$784K	Buy	8,199 +1,175	+17%	+$125K	0.25%	55
2024 Q4	$759K	Sell	7,024 -337	-5%	-$36.8K	0.25%	52
2024 Q3	$707K	Buy	7,361 +407	+6%	+$34.9K	0.24%	57
2024 Q2	$528K	Buy	6,954 +3,176	+84%	+$243K	0.19%	86
2024 Q1	$307K	Sell	3,778 -5,892	-61%	-$397K	0.11%	146
2023 Q4	$562K	Buy	9,670 +1,203	+14%	+$67.1K	0.21%	80
2023 Q3	$500K	Buy	8,467 +3,838	+83%	+$226K	0.2%	81
2023 Q2	$261K	Sell	4,629 -314	-6%	-$15.4K	0.1%	152
2023 Q1	$224K	Buy	+4,943	New	+$222K	0.09%	163