Axxcess Wealth Management’s Alcon ALC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
3,029
+16
+0.5% +$1.41K 0.01% 752
2025
Q1
$286K Sell
3,013
-1,019
-25% -$96.7K 0.01% 701
2024
Q4
$342K Sell
4,032
-584
-13% -$49.6K 0.01% 637
2024
Q3
$462K Sell
4,616
-584
-11% -$58.4K 0.01% 567
2024
Q2
$463K Sell
5,200
-158
-3% -$14.1K 0.01% 537
2024
Q1
$446K Sell
5,358
-30
-0.6% -$2.5K 0.01% 560
2023
Q4
$421K Buy
+5,388
New +$421K 0.01% 560
2022
Q1
Sell
-2,472
Closed -$215K 626
2021
Q4
$215K Buy
+2,472
New +$215K 0.02% 567