MWPCG
Measured Wealth Private Client Group’s Allison Transmission ALSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
9,343
+1,144
| +14% | +$109K | 0.27% | 54 |
|
|
2025
Q1 | $784K | Buy |
8,199
+1,175
| +17% | +$112K | 0.25% | 55 |
|
|
2024
Q4 | $759K | Sell |
7,024
-337
| -5% | -$36.4K | 0.25% | 52 |
|
|
2024
Q3 | $707K | Buy |
7,361
+407
| +6% | +$39.1K | 0.24% | 57 |
|
|
2024
Q2 | $528K | Buy |
6,954
+3,176
| +84% | +$241K | 0.19% | 86 |
|
|
2024
Q1 | $307K | Sell |
3,778
-5,892
| -61% | -$478K | 0.11% | 146 |
|
|
2023
Q4 | $562K | Buy |
9,670
+1,203
| +14% | +$70K | 0.21% | 80 |
|
|
2023
Q3 | $500K | Buy |
8,467
+3,838
| +83% | +$227K | 0.2% | 81 |
|
|
2023
Q2 | $261K | Sell |
4,629
-314
| -6% | -$17.7K | 0.1% | 152 |
|
|
2023
Q1 | $224K | Buy |
+4,943
| New | +$224K | 0.09% | 163 |
|