SWM
Selective Wealth Management’s Amcor AMCR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,794
| Closed | -$110K | – | 105 |
|
2025
Q1 | $110K | Hold |
11,794
| – | – | 0.05% | 100 |
|
2024
Q4 | $112K | Buy |
11,794
+288
| +3% | +$2.74K | 0.05% | 101 |
|
2024
Q3 | $127K | Sell |
11,506
-494
| -4% | -$5.47K | 0.05% | 106 |
|
2024
Q2 | $115K | Sell |
12,000
-500
| -4% | -$4.78K | 0.05% | 102 |
|
2024
Q1 | $114K | Sell |
12,500
-3,000
| -19% | -$27.3K | 0.05% | 103 |
|
2023
Q4 | $149K | Sell |
15,500
-7,500
| -33% | -$72.3K | 0.08% | 86 |
|
2023
Q3 | $208K | Hold |
23,000
| – | – | 0.11% | 82 |
|
2023
Q2 | $223K | Buy |
+23,000
| New | +$223K | 0.11% | 105 |
|
2022
Q4 | $422K | Sell |
35,500
-19,000
| -35% | -$226K | 0.22% | 63 |
|
2022
Q3 | $585K | Sell |
54,500
-34,300
| -39% | -$368K | 0.25% | 54 |
|
2022
Q2 | $1.1M | Sell |
88,800
-200
| -0.2% | -$2.49K | 0.39% | 39 |
|
2022
Q1 | $1.01M | Sell |
89,000
-11,100
| -11% | -$126K | 0.37% | 37 |
|
2021
Q4 | $1.2M | Sell |
100,100
-1,500
| -1% | -$18K | 0.49% | 32 |
|
2021
Q3 | $1.18M | Sell |
101,600
-60,010
| -37% | -$696K | 0.62% | 28 |
|
2021
Q2 | $1.85M | Sell |
161,610
-38,500
| -19% | -$441K | 1.48% | 15 |
|
2021
Q1 | $2.34M | Sell |
200,110
-8,500
| -4% | -$99.3K | 2.13% | 14 |
|
2020
Q4 | $2.46M | Buy |
208,610
+184,010
| +748% | +$2.17M | 1.59% | 17 |
|
2020
Q3 | $272K | Buy |
24,600
+8,500
| +53% | +$94K | 0.21% | 36 |
|
2020
Q2 | $164K | Buy |
+16,100
| New | +$164K | 0.14% | 54 |
|