BCWM
Bartlett & Co Wealth Management’s Alcon ALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Hold |
696
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $66.1K | Buy |
696
+241
| +53% | +$22.9K | ﹤0.01% | 605 |
|
|
2024
Q4 | $38.6K | Sell |
455
-24
| -5% | -$2.04K | ﹤0.01% | 699 |
|
|
2024
Q3 | $47.9K | Hold |
479
| – | – | ﹤0.01% | 665 |
|
|
2024
Q2 | $42.7K | Hold |
479
| – | – | ﹤0.01% | 684 |
|
|
2024
Q1 | $39.9K | Sell |
479
-60
| -11% | -$5K | ﹤0.01% | 699 |
|
|
2023
Q4 | $42K | Hold |
539
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $41.5K | Hold |
539
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $44.3K | Sell |
539
-162
| -23% | -$13.3K | ﹤0.01% | 692 |
|
|
2023
Q1 | $49.4K | Buy |
701
+200
| +40% | +$14.1K | ﹤0.01% | 568 |
|
|
2022
Q4 | $34.3K | Hold |
501
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $29.1K | Sell |
501
-304
| -38% | -$17.7K | ﹤0.01% | 649 |
|
|
2022
Q2 | $56.3K | Buy |
805
+304
| +61% | +$21.2K | ﹤0.01% | 552 |
|
|
2022
Q1 | $39.7K | Buy |
+501
| New | +$39.7K | ﹤0.01% | 624 |
|
|
2021
Q4 | – | Sell |
-501
| Closed | -$40.3K | – | 421 |
|
|
2021
Q3 | $40.3K | Sell |
501
-65
| -11% | -$5.23K | ﹤0.01% | 542 |
|
|
2021
Q2 | $39.8K | Sell |
566
-35
| -6% | -$2.46K | ﹤0.01% | 543 |
|
|
2021
Q1 | $42.2K | Sell |
601
-90
| -13% | -$6.32K | ﹤0.01% | 564 |
|
|
2020
Q4 | $45.6K | Sell |
691
-10
| -1% | -$660 | ﹤0.01% | 535 |
|
|
2020
Q3 | $39.9K | Sell |
701
-753
| -52% | -$42.9K | ﹤0.01% | 521 |
|
|
2020
Q2 | $83.3K | Sell |
1,454
-411
| -22% | -$23.6K | ﹤0.01% | 406 |
|
|
2020
Q1 | $94.8K | Sell |
1,865
-1,466
| -44% | -$74.5K | ﹤0.01% | 373 |
|
|
2019
Q4 | $188K | Sell |
3,331
-901
| -21% | -$51K | ﹤0.01% | 339 |
|
|
2019
Q3 | $247K | Sell |
4,232
-4,840
| -53% | -$282K | 0.01% | 301 |
|
|
2019
Q2 | $563K | Buy |
+9,072
| New | +$563K | 0.02% | 195 |
|