Berry Wealth Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
1,661
+74
| +5% | +$14.9K | 0.23% | 61 |
|
|
2025
Q1 | $329K | Buy |
1,587
+13
| +0.8% | +$2.69K | 0.26% | 56 |
|
|
2024
Q4 | $303K | Buy |
1,574
+35
| +2% | +$6.75K | 0.22% | 59 |
|
|
2024
Q3 | $292K | Sell |
1,539
-46
| -3% | -$8.72K | 0.21% | 61 |
|
|
2024
Q2 | $253K | Buy |
1,585
+128
| +9% | +$20.4K | 0.2% | 60 |
|
|
2024
Q1 | $252K | Sell |
1,457
-629
| -30% | -$109K | 0.21% | 63 |
|
|
2023
Q4 | $292K | Buy |
+2,086
| New | +$292K | 0.27% | 50 |
|