TPWM
Twelve Points Wealth Management’s Acuity Brands AYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,333
+199
| +5% | +$59.4K | 0.35% | 71 |
|
|
2025
Q1 | $1.09M | Buy |
4,134
+435
| +12% | +$115K | 0.3% | 80 |
|
|
2024
Q4 | $1.08M | Sell |
3,699
-79
| -2% | -$23.1K | 0.31% | 76 |
|
|
2024
Q3 | $1.04M | Buy |
3,778
+202
| +6% | +$55.6K | 0.33% | 75 |
|
|
2024
Q2 | $863K | Buy |
3,576
+166
| +5% | +$40.1K | 0.3% | 80 |
|
|
2024
Q1 | $916K | Sell |
3,410
-7
| -0.2% | -$1.88K | 0.34% | 72 |
|
|
2023
Q4 | $700K | Buy |
3,417
+238
| +7% | +$48.8K | 0.33% | 84 |
|
|
2023
Q3 | $541K | Buy |
3,179
+230
| +8% | +$39.2K | 0.27% | 104 |
|
|
2023
Q2 | $481K | Buy |
2,949
+362
| +14% | +$59K | 0.26% | 114 |
|
|
2023
Q1 | $473K | Buy |
2,587
+630
| +32% | +$115K | 0.27% | 106 |
|
|
2022
Q4 | $324K | Sell |
1,957
-72
| -4% | -$11.9K | 0.22% | 128 |
|
|
2022
Q3 | $320K | Buy |
2,029
+320
| +19% | +$50.5K | 0.25% | 128 |
|
|
2022
Q2 | $263K | Buy |
1,709
+447
| +35% | +$68.8K | 0.2% | 143 |
|
|
2022
Q1 | $239K | Buy |
+1,262
| New | +$239K | 0.18% | 159 |
|