Mission Wealth Management’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
1,210
-20,087
| -94% | -$3.25M | ﹤0.01% | 632 |
|
|
2025
Q1 | $2.27M | Buy |
21,297
+19,730
| +1,259% | +$2.11M | 0.06% | 176 |
|
|
2024
Q4 | $193K | Buy |
1,567
+205
| +15% | +$25.3K | ﹤0.01% | 602 |
|
|
2024
Q3 | $195K | Buy |
1,362
+140
| +11% | +$20K | ﹤0.01% | 614 |
|
|
2024
Q2 | $200K | Sell |
1,222
-560
| -31% | -$91.6K | 0.01% | 593 |
|
|
2024
Q1 | $223K | Buy |
+1,782
| New | +$223K | 0.01% | 583 |
|