MWM
Modera Wealth Management’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
5,698
-603
| -10% | -$34.1K | ﹤0.01% | 520 |
|
|
2025
Q1 | $351K | Sell |
6,301
-16
| -0.3% | -$890 | ﹤0.01% | 484 |
|
|
2024
Q4 | $384K | Buy |
6,317
+13
| +0.2% | +$790 | ﹤0.01% | 475 |
|
|
2024
Q3 | $345K | Hold |
6,304
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $401K | Hold |
6,304
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $457K | Buy |
6,304
+4
| +0.1% | +$290 | 0.01% | 403 |
|
|
2023
Q4 | $407K | Sell |
6,300
-9
| -0.1% | -$582 | 0.01% | 406 |
|
|
2023
Q3 | $386K | Sell |
6,309
-691
| -10% | -$42.2K | 0.01% | 398 |
|
|
2023
Q2 | $362K | Hold |
7,000
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $352K | Hold |
7,000
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $346K | Hold |
7,000
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $454K | Hold |
7,000
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $433K | Sell |
7,000
-3
| -0% | -$186 | 0.02% | 211 |
|
|
2022
Q1 | $465K | Sell |
7,003
-783
| -10% | -$52K | 0.02% | 216 |
|
|
2021
Q4 | $660K | Buy |
7,786
+786
| +11% | +$66.6K | 0.03% | 225 |
|
|
2021
Q3 | $547K | Hold |
7,000
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $593K | Sell |
7,000
-469
| -6% | -$39.7K | 0.03% | 138 |
|
|
2021
Q1 | $645K | Hold |
7,469
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $773K | Buy |
7,469
+3,803
| +104% | +$394K | 0.06% | 115 |
|
|
2020
Q3 | $203K | Hold |
3,666
| – | – | 0.03% | 153 |
|
|
2020
Q2 | $238K | Buy |
+3,666
| New | +$238K | 0.04% | 139 |
|
|
2019
Q2 | – | Sell |
-3,666
| Closed | -$238K | – | 145 |
|
|
2019
Q1 | $238K | Buy |
+3,666
| New | +$238K | 0.04% | 127 |
|
|
2018
Q4 | – | Sell |
-3,666
| Closed | -$210K | – | 136 |
|
|
2018
Q3 | $210K | Buy |
+3,666
| New | +$210K | 0.04% | 135 |
|