Westwood Wealth Management’s Arm ARM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.6M	Sell	16,100 -2,250	-12%	-$364K	0.87%	18
2025 Q1	$1.96M	Buy	18,350 +8,625	+89%	+$921K	0.85%	18
2024 Q4	$1.2M	Hold	9,725	–	–	0.43%	26
2024 Q3	$1.39M	Sell	9,725 -13,950	-59%	-$1.99M	0.55%	20
2024 Q2	$3.87M	Buy	+23,675	New	+$3.87M	1.44%	13