BSW Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $637K | Sell |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $415K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $343K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Buy |
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|
2017
Q4 | $200K | Buy |
|