Baldwin Wealth Partners’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $670K | Hold |
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|
2025
Q2 | $716K | Hold |
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|
2025
Q1 | $671K | Hold |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $611K | Hold |
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|
2024
Q2 | $592K | Hold |
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|
2024
Q1 | $609K | Hold |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $532K | Hold |
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|
2023
Q2 | $564K | Hold |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $602K | Hold |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $744K | Hold |
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|
2022
Q1 | $842K | Buy |
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|
2021
Q4 | $679K | Hold |
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|
2021
Q3 | $689K | Hold |
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|
2021
Q2 | $647K | Hold |
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|
2021
Q1 | $556K | Hold |
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|
2020
Q4 | $469K | Hold |
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|
2020
Q3 | $376K | Hold |
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|
2020
Q2 | $379K | Hold |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $525K | Hold |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $529K | Hold |
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|
2018
Q4 | $500K | Hold |
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|
2018
Q3 | $557K | Hold |
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|
2018
Q2 | $522K | Hold |
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|
2018
Q1 | $491K | Hold |
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|
2017
Q4 | $458K | Hold |
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|
2017
Q3 | $445K | Hold |
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|
2017
Q2 | $433K | Hold |
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|
2017
Q1 | $418K | Sell |
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|
2016
Q4 | $781K | Hold |
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|
2016
Q3 | $759K | Hold |
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|
2016
Q2 | $776K | Hold |
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|
2016
Q1 | $780K | Hold |
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|
2015
Q4 | $794K | Sell |
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|
2015
Q3 | $1.02M | Hold |
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|
2015
Q2 | $1.13M | Hold |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.12M | Hold |
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|
2014
Q3 | $1.13M | Hold |
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|
2014
Q2 | $1.12M | Sell |
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|
2014
Q1 | $1.08M | Hold |
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|
2013
Q4 | $925K | Sell |
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|
2013
Q3 | $863K | Hold |
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|
2013
Q2 | $904K | Buy |
|