Schwarz Dygos Wheeler Investment Advisors’s Allison Transmission ALSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.63M | Hold |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $906K | Hold |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $340K | Buy |
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