Carson Wealth (CWM LLC)’s Alcon ALC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2,381
-122
-5% -$10.8K ﹤0.01% 2132
2025
Q1
$238K Sell
2,503
-152
-6% -$14.5K ﹤0.01% 1811
2024
Q4
$225K Sell
2,655
-160
-6% -$13.6K ﹤0.01% 1749
2024
Q3
$282K Buy
2,815
+119
+4% +$11.9K ﹤0.01% 1571
2024
Q2
$240K Sell
2,696
-142
-5% -$12.6K ﹤0.01% 1487
2024
Q1
$236K Sell
2,838
-10,249
-78% -$852K ﹤0.01% 1433
2023
Q4
$1.02M Sell
13,087
-1,411
-10% -$110K 0.01% 797
2023
Q3
$1.12M Buy
14,498
+728
+5% +$56.1K 0.01% 699
2023
Q2
$1.13M Buy
13,770
+3,320
+32% +$273K 0.01% 673
2023
Q1
$737K Buy
10,450
+2,060
+25% +$145K 0.01% 759
2022
Q4
$575K Sell
8,390
-956
-10% -$65.5K ﹤0.01% 759
2022
Q3
$544K Sell
9,346
-1,388
-13% -$80.8K ﹤0.01% 722
2022
Q2
$750K Sell
10,734
-2,275
-17% -$159K 0.01% 629
2022
Q1
$1.03M Sell
13,009
-3,248
-20% -$258K 0.01% 552
2021
Q4
$1.42M Buy
+16,257
New +$1.42M 0.01% 511
2021
Q2
$1.36M Hold
19,419
0.01% 511
2021
Q1
$1.36M Hold
19,419
0.01% 511
2020
Q4
$1.36M Hold
19,419
0.01% 511
2020
Q3
$1.36M Hold
19,419
0.01% 511
2020
Q2
$1.36M Hold
19,419
0.01% 511
2020
Q1
$1.36M Hold
19,419
0.01% 511
2019
Q4
$1.36M Hold
19,419
0.01% 511
2019
Q3
$1.36M Hold
19,419
0.01% 511
2019
Q2
$1.36M Hold
19,419
0.01% 511
2019
Q1
$1.36M Buy
+19,419
New +$1.36M 0.01% 511