TWM
Thrive Wealth Management’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
2,453
+600
| +32% | +$86.5K | 0.06% | 157 |
|
|
2025
Q1 | $242K | Buy |
1,853
+205
| +12% | +$26.7K | 0.05% | 194 |
|
|
2024
Q4 | $215K | Sell |
1,648
-196
| -11% | -$25.6K | 0.04% | 187 |
|
|
2024
Q3 | $269K | Buy |
1,844
+88
| +5% | +$12.8K | 0.05% | 177 |
|
|
2024
Q2 | $207K | Sell |
1,756
-60
| -3% | -$7.09K | 0.04% | 202 |
|
|
2024
Q1 | $245K | Buy |
1,816
+159
| +10% | +$21.4K | 0.05% | 185 |
|
|
2023
Q4 | $210K | Buy |
+1,657
| New | +$210K | 0.05% | 184 |
|