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American Trust Investment Advisors’s AllianceBernstein AB Stock Holding History

American Trust Investment Advisors’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,545
Closed -$864K – 82
2025
Q1 		$864K Buy
22,545
+2,470
+12% +$94.6K 0.36% 55
2024
Q4 		$745K Buy
20,075
+4,430
+28% +$164K 0.31% 58
2024
Q3 		$546K Buy
+15,645
New +$546K 0.22% 72