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WealthPLAN Partners’s Arm ARM Stock Holding History

WealthPLAN Partners’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,850
Closed -$530K – 224
2025
Q4 		$530K Sell
4,850
-5
-0.1% -$727 0.08% 175
2025
Q3 		$687K Sell
4,855
-196
-4% -$28.5K 0.1% 151
2025
Q2 		$817K Buy
5,051
+970
+24% +$120K 0.13% 137
2025
Q1 		$436K Hold
4,081
– – 0.06% 177
2024
Q4 		$503K Buy
4,081
+479
+13% +$67.5K 0.07% 171
2024
Q3 		$515K Buy
3,602
+392
+12% +$55.7K 0.07% 179
2024
Q2 		$525K Buy
3,210
+1,247
+64% +$155K 0.06% 201
2024
Q1 		$245K Buy
+1,963
New +$208K 0.03% 277

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