PWM
Perigon Wealth Management’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
46,191
+1,631
| +4% | +$184K | 0.12% | 160 |
|
|
2025
Q1 | $4.13M | Sell |
44,560
-433
| -1% | -$40.2K | 0.11% | 191 |
|
|
2024
Q4 | $4.85M | Sell |
44,993
-1,983
| -4% | -$214K | 0.12% | 165 |
|
|
2024
Q3 | $4.85M | Buy |
46,976
+716
| +2% | +$73.9K | 0.13% | 151 |
|
|
2024
Q2 | $4.08M | Sell |
46,260
-1,167
| -2% | -$103K | 0.12% | 160 |
|
|
2024
Q1 | $4.65M | Buy |
47,427
+328
| +0.7% | +$32.2K | 0.14% | 152 |
|
|
2023
Q4 | $4.35M | Buy |
47,099
+112
| +0.2% | +$10.4K | 0.14% | 144 |
|
|
2023
Q3 | $3.9M | Buy |
46,987
+236
| +0.5% | +$19.6K | 0.16% | 138 |
|
|
2023
Q2 | $3.96M | Buy |
46,751
+1,666
| +4% | +$141K | 0.16% | 136 |
|
|
2023
Q1 | $3.8M | Buy |
45,085
+1,844
| +4% | +$155K | 0.22% | 104 |
|
|
2022
Q4 | $3.67M | Buy |
43,241
+8,005
| +23% | +$680K | 0.23% | 101 |
|
|
2022
Q3 | $2.41M | Sell |
35,236
-814
| -2% | -$55.7K | 0.21% | 101 |
|
|
2022
Q2 | $2.35M | Sell |
36,050
-70
| -0.2% | -$4.57K | 0.2% | 111 |
|
|
2022
Q1 | $2.77M | Buy |
36,120
+652
| +2% | +$50.1K | 0.2% | 99 |
|
|
2021
Q4 | $2.74M | Buy |
35,468
+640
| +2% | +$49.5K | 0.2% | 99 |
|
|
2021
Q3 | $2.2M | Buy |
34,828
+1,746
| +5% | +$110K | 0.19% | 103 |
|
|
2021
Q2 | $2.1M | Buy |
33,082
+16,496
| +99% | +$1.04M | 0.19% | 101 |
|
|
2021
Q1 | $1.06M | Buy |
+16,586
| New | +$1.06M | 0.11% | 174 |
|
|
2018
Q3 | – | Sell |
-79,455
| Closed | -$2.62M | – | 237 |
|
|
2018
Q2 | $2.62M | Sell |
79,455
-26,000
| -25% | -$859K | 0.79% | 38 |
|
|
2018
Q1 | $3.76M | Buy |
105,455
+1,000
| +1% | +$35.6K | 1.38% | 16 |
|
|
2017
Q4 | $3.88M | Buy |
104,455
+380
| +0.4% | +$14.1K | 1.45% | 20 |
|
|
2017
Q3 | $3.83M | Sell |
104,075
-1,655
| -2% | -$60.9K | 1.24% | 20 |
|
|
2017
Q2 | $3.42M | Sell |
105,730
-1,160
| -1% | -$37.5K | 0.74% | 38 |
|
|
2017
Q1 | $3.8M | Buy |
+106,890
| New | +$3.8M | 0.81% | 31 |
|