Polen Capital Management’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,461
| Closed | -$1.3M | – | 119 |
|
|
2024
Q4 | $1.3M | Sell |
21,461
-96,863
| -82% | -$5.89M | ﹤0.01% | 98 |
|
|
2024
Q3 | $6.47M | Sell |
118,324
-9,841
| -8% | -$538K | 0.02% | 55 |
|
|
2024
Q2 | $8.14M | Buy |
128,165
+2,741
| +2% | +$174K | 0.02% | 49 |
|
|
2024
Q1 | $9.09M | Sell |
125,424
-3,489
| -3% | -$253K | 0.02% | 54 |
|
|
2023
Q4 | $8.33M | Sell |
128,913
-12,522
| -9% | -$809K | 0.02% | 55 |
|
|
2023
Q3 | $8.65M | Sell |
141,435
-2,097
| -1% | -$128K | 0.02% | 58 |
|
|
2023
Q2 | $7.42M | Sell |
143,532
-6,825
| -5% | -$353K | 0.02% | 56 |
|
|
2023
Q1 | $7.56M | Sell |
150,357
-820
| -0.5% | -$41.2K | 0.02% | 55 |
|
|
2022
Q4 | $7.48M | Sell |
151,177
-23,272
| -13% | -$1.15M | 0.02% | 55 |
|
|
2022
Q3 | $11.3M | Buy |
174,449
+14,242
| +9% | +$924K | 0.03% | 44 |
|
|
2022
Q2 | $9.91M | Sell |
160,207
-31,094
| -16% | -$1.92M | 0.03% | 46 |
|
|
2022
Q1 | $12.7M | Sell |
191,301
-8,474
| -4% | -$563K | 0.02% | 52 |
|
|
2021
Q4 | $16.9M | Buy |
199,775
+39,964
| +25% | +$3.39M | 0.03% | 51 |
|
|
2021
Q3 | $12.5M | Buy |
159,811
+12,018
| +8% | +$940K | 0.02% | 54 |
|
|
2021
Q2 | $12.5M | Buy |
147,793
+9,192
| +7% | +$779K | 0.02% | 51 |
|
|
2021
Q1 | $12M | Buy |
138,601
+24,317
| +21% | +$2.1M | 0.03% | 43 |
|
|
2020
Q4 | $11.8M | Buy |
114,284
+21,655
| +23% | +$2.24M | 0.03% | 38 |
|
|
2020
Q3 | $5.12M | Buy |
92,629
+18,323
| +25% | +$1.01M | 0.01% | 50 |
|
|
2020
Q2 | $4.82M | Buy |
74,306
+39,888
| +116% | +$2.59M | 0.01% | 39 |
|
|
2020
Q1 | $1.34M | Buy |
34,418
+13,849
| +67% | +$539K | 0.01% | 47 |
|
|
2019
Q4 | $884K | Buy |
20,569
+2,800
| +16% | +$120K | ﹤0.01% | 55 |
|
|
2019
Q3 | $829K | Buy |
17,769
+139
| +0.8% | +$6.49K | ﹤0.01% | 47 |
|
|
2019
Q2 | $943K | Buy |
17,630
+1,298
| +8% | +$69.4K | ﹤0.01% | 44 |
|
|
2019
Q1 | $1.06M | Buy |
16,332
+957
| +6% | +$62.1K | 0.01% | 36 |
|
|
2018
Q4 | $798K | Buy |
15,375
+4,963
| +48% | +$258K | 0.01% | 37 |
|
|
2018
Q3 | $598K | Buy |
10,412
+866
| +9% | +$49.7K | ﹤0.01% | 43 |
|
|
2018
Q2 | $385K | Buy |
9,546
+1,031
| +12% | +$41.6K | ﹤0.01% | 49 |
|
|
2018
Q1 | $322K | Buy |
8,515
+2,526
| +42% | +$95.5K | ﹤0.01% | 48 |
|
|
2017
Q4 | $226K | Buy |
+5,989
| New | +$226K | ﹤0.01% | 50 |
|