SAM
Satovsky Asset Management’s Aecom ACM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Buy |
+1,981
| New | +$224K | 0.05% | 55 |
|
2025
Q1 | – | Sell |
-1,981
| Closed | -$212K | – | 56 |
|
2024
Q4 | $212K | Hold |
1,981
| – | – | 0.05% | 49 |
|
2024
Q3 | $205K | Buy |
+1,981
| New | +$205K | 0.05% | 53 |
|
2023
Q1 | – | Sell |
-2,476
| Closed | -$210K | – | 41 |
|
2022
Q4 | $210K | Buy |
+2,476
| New | +$210K | 0.09% | 38 |
|
2022
Q1 | – | Sell |
-3,269
| Closed | -$253K | – | 40 |
|
2021
Q4 | $253K | Hold |
3,269
| – | – | 0.17% | 26 |
|
2021
Q3 | $206K | Hold |
3,269
| – | – | 0.15% | 28 |
|
2021
Q2 | $207K | Sell |
3,269
-500
| -13% | -$31.7K | 0.16% | 29 |
|
2021
Q1 | $242K | Buy |
+3,769
| New | +$242K | 0.21% | 22 |
|