Schwarz Dygos Wheeler Investment Advisors’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
5,109
-85
| -2% | -$13.8K | 0.19% | 87 |
|
|
2025
Q1 | $555K | Sell |
5,194
-35
| -0.7% | -$3.74K | 0.13% | 102 |
|
|
2024
Q4 | $645K | Buy |
5,229
+155
| +3% | +$19.1K | 0.16% | 91 |
|
|
2024
Q3 | $726K | Sell |
5,074
-100
| -2% | -$14.3K | 0.18% | 87 |
|
|
2024
Q2 | $847K | Buy |
5,174
+15
| +0.3% | +$2.45K | 0.23% | 70 |
|
|
2024
Q1 | $645K | Buy |
5,159
+145
| +3% | +$18.1K | 0.18% | 85 |
|
|
2023
Q4 | $377K | Buy |
5,014
+120
| +2% | +$9.02K | 0.12% | 108 |
|
|
2023
Q3 | $262K | Buy |
+4,894
| New | +$262K | 0.09% | 117 |
|