WWM
Whalen Wealth Management’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+2,224
| New | +$251K | 0.16% | 172 |
|
|
2024
Q3 | – | Sell |
-9,583
| Closed | -$845K | – | 114 |
|
|
2024
Q2 | $845K | Buy |
9,583
+4,587
| +92% | +$404K | 0.67% | 27 |
|
|
2024
Q1 | $490K | Buy |
4,996
+577
| +13% | +$56.6K | 0.36% | 47 |
|
|
2023
Q4 | $408K | Buy |
+4,419
| New | +$408K | 0.37% | 75 |
|