Bank of America’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
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|
2025
Q1 | $75.8K | Sell |
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|
2024
Q4 | $179K | Buy |
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|
2024
Q3 | $101K | Buy |
|
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|
2024
Q2 | $109K | Buy |
|
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|
2024
Q1 | $46.4K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $119K | Buy |
|
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|
2023
Q2 | $26.6K | Sell |
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|
2023
Q1 | $268K | Sell |
|
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|
2022
Q4 | $3.47M | Hold |
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|
2022
Q3 | $3.15M | Hold |
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|
2022
Q2 | $3.12M | Hold |
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|
2022
Q1 | $3.13M | Hold |
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|
2021
Q4 | $3.14M | Hold |
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|
2021
Q3 | $3.13M | Hold |
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|
2021
Q2 | $3.07M | Buy |
|