Atticus Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Hold |
2,345
| – | – | 0.03% | 246 |
|
|
2025
Q1 | $89.8K | Sell |
2,345
-1,701
| -42% | -$65.2K | 0.03% | 172 |
|
|
2024
Q4 | $150K | Buy |
4,046
+35
| +0.9% | +$1.3K | 0.05% | 135 |
|
|
2024
Q3 | $140K | Sell |
4,011
-61
| -1% | -$2.13K | 0.04% | 142 |
|
|
2024
Q2 | $138K | Sell |
4,072
-192
| -5% | -$6.49K | 0.05% | 140 |
|
|
2024
Q1 | $148K | Sell |
4,264
-371
| -8% | -$12.9K | 0.05% | 136 |
|
|
2023
Q4 | $144K | Buy |
4,635
+34
| +0.7% | +$1.06K | 0.05% | 137 |
|
|
2023
Q3 | $140K | Buy |
4,601
+30
| +0.7% | +$910 | 0.05% | 148 |
|
|
2023
Q2 | $147K | Buy |
4,571
+28
| +0.6% | +$901 | 0.05% | 152 |
|
|
2023
Q1 | $166K | Buy |
4,543
+28
| +0.6% | +$1.02K | 0.06% | 144 |
|
|
2022
Q4 | $155K | Buy |
4,515
+42
| +0.9% | +$1.44K | 0.06% | 139 |
|
|
2022
Q3 | $186K | Hold |
4,473
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $186K | Buy |
4,473
+28
| +0.6% | +$1.16K | 0.08% | 134 |
|
|
2022
Q1 | $209K | Buy |
4,445
+350
| +9% | +$16.5K | 0.08% | 140 |
|
|
2021
Q4 | $200K | Sell |
4,095
-100
| -2% | -$4.88K | 0.08% | 122 |
|
|
2021
Q3 | $208K | Sell |
4,195
-139
| -3% | -$6.89K | 0.09% | 102 |
|
|
2021
Q2 | $202K | Buy |
4,334
+714
| +20% | +$33.3K | 0.09% | 113 |
|
|
2021
Q1 | $145K | Sell |
3,620
-425
| -11% | -$17K | 0.07% | 131 |
|
|
2020
Q4 | $137K | Hold |
4,045
| – | – | 0.07% | 134 |
|
|
2020
Q3 | $109K | Sell |
4,045
-475
| -11% | -$12.8K | 0.07% | 132 |
|
|
2020
Q2 | $123K | Hold |
4,520
| – | – | 0.08% | 110 |
|
|
2020
Q1 | $84K | Sell |
4,520
-75
| -2% | -$1.39K | 0.07% | 130 |
|
|
2019
Q4 | $139K | Buy |
+4,595
| New | +$139K | 0.09% | 108 |
|