Baldwin Wealth Partners’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$25K | – | 258 |
|
|
2024
Q3 | $25K | Hold |
250
| – | – | ﹤0.01% | 663 |
|
|
2024
Q2 | $22.3K | Hold |
250
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $20.8K | Hold |
250
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $19.5K | Hold |
250
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $19.3K | Hold |
250
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $20.5K | Hold |
250
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $17.6K | Sell |
250
-231
| -48% | -$16.3K | ﹤0.01% | 557 |
|
|
2022
Q4 | $33K | Buy |
481
+250
| +108% | +$17.1K | ﹤0.01% | 475 |
|
|
2022
Q3 | $13K | Hold |
231
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $16K | Hold |
231
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $18K | Sell |
231
-31
| -12% | -$2.42K | ﹤0.01% | 485 |
|
|
2021
Q4 | $23K | Buy |
262
+27
| +11% | +$2.37K | ﹤0.01% | 438 |
|
|
2021
Q3 | $19K | Hold |
235
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $16K | Sell |
235
-9
| -4% | -$613 | ﹤0.01% | 486 |
|
|
2021
Q1 | $17K | Buy |
244
+31
| +15% | +$2.16K | ﹤0.01% | 472 |
|
|
2020
Q4 | $14K | Hold |
213
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $12K | Sell |
213
-1,459
| -87% | -$82.2K | ﹤0.01% | 422 |
|
|
2020
Q2 | $96K | Buy |
1,672
+24
| +1% | +$1.38K | 0.01% | 229 |
|
|
2020
Q1 | $84K | Buy |
1,648
+168
| +11% | +$8.56K | 0.01% | 218 |
|
|
2019
Q4 | $84K | Hold |
1,480
| – | – | 0.01% | 254 |
|
|
2019
Q3 | $86K | Buy |
1,480
+1,440
| +3,600% | +$83.7K | 0.01% | 246 |
|
|
2019
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 492 |
|