Waverly Advisors’s Allegion ALLE Stock Holding History

Waverly Advisors’s Portfolio ALLE Stock Details ALLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$358K	Sell
2025 Q2	$300K	Buy
2025 Q1	$265K	Buy
2024 Q4	$200K	Buy
2014 Q1	–	Sell
2013 Q4	$4K	Buy