SWM
StoneCrest Wealth Management’s Arm ARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
5,378
+148
| +3% | +$23.9K | 0.41% | 46 |
|
|
2025
Q1 | $559K | Buy |
5,230
+2,140
| +69% | +$229K | 0.35% | 45 |
|
|
2024
Q4 | $381K | Sell |
3,090
-1,535
| -33% | -$189K | 0.25% | 54 |
|
|
2024
Q3 | $661K | Sell |
4,625
-142
| -3% | -$20.3K | 0.48% | 38 |
|
|
2024
Q2 | $780K | Buy |
4,767
+1,677
| +54% | +$274K | 0.6% | 31 |
|
|
2024
Q1 | $386K | Buy |
+3,090
| New | +$386K | 0.33% | 45 |
|