Baker Tilly Wealth Management’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,284
| Closed | -$440K | – | 282 |
|
|
2024
Q1 | $440K | Sell |
5,284
-238
| -4% | -$19.8K | 0.08% | 283 |
|
|
2023
Q4 | $431K | Buy |
5,522
+344
| +7% | +$26.9K | 0.07% | 312 |
|
|
2023
Q3 | $399K | Sell |
5,178
-9,220
| -64% | -$710K | 0.07% | 310 |
|
|
2023
Q2 | $1.18M | Sell |
14,398
-290
| -2% | -$23.8K | 0.12% | 180 |
|
|
2023
Q1 | $1.04M | Buy |
14,688
+1,954
| +15% | +$138K | 0.12% | 193 |
|
|
2022
Q4 | $873K | Sell |
12,734
-675
| -5% | -$46.3K | 0.11% | 210 |
|
|
2022
Q3 | $780K | Sell |
13,409
-141
| -1% | -$8.2K | 0.11% | 207 |
|
|
2022
Q2 | $947K | Sell |
13,550
-97
| -0.7% | -$6.78K | 0.12% | 179 |
|
|
2022
Q1 | $1.08M | Sell |
13,647
-1,796
| -12% | -$143K | 0.12% | 181 |
|
|
2021
Q4 | $1.35M | Buy |
15,443
+2,331
| +18% | +$203K | 0.14% | 149 |
|
|
2021
Q3 | $1.06M | Buy |
13,112
+468
| +4% | +$37.7K | 0.14% | 155 |
|
|
2021
Q2 | $888K | Buy |
12,644
+1,283
| +11% | +$90.1K | 0.14% | 162 |
|
|
2021
Q1 | $797K | Buy |
11,361
+6,485
| +133% | +$455K | 0.16% | 160 |
|
|
2020
Q4 | $322K | Buy |
+4,876
| New | +$322K | 0.1% | 223 |
|