Clearstead Advisors’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Sell |
4,802
-1,628
| -25% | -$144K | 0.01% | 650 |
|
2025
Q1 | $610K | Sell |
6,430
-300
| -4% | -$28.5K | 0.01% | 528 |
|
2024
Q4 | $571K | Sell |
6,730
-73
| -1% | -$6.2K | 0.01% | 539 |
|
2024
Q3 | $681K | Sell |
6,803
-469
| -6% | -$46.9K | 0.01% | 497 |
|
2024
Q2 | $648K | Buy |
7,272
+4,317
| +146% | +$385K | 0.01% | 486 |
|
2024
Q1 | $239K | Sell |
2,955
-190
| -6% | -$15.4K | 0.01% | 443 |
|
2023
Q4 | $246K | Sell |
3,145
-2,755
| -47% | -$215K | 0.01% | 426 |
|
2023
Q3 | $455K | Buy |
5,900
+2,950
| +100% | +$227K | 0.01% | 422 |
|
2023
Q2 | $242K | Sell |
2,950
-61
| -2% | -$5.01K | 0.01% | 403 |
|
2023
Q1 | $212K | Buy |
3,011
+24
| +0.8% | +$1.69K | 0.02% | 386 |
|
2022
Q4 | $205K | Buy |
2,987
+20
| +0.7% | +$1.37K | 0.02% | 377 |
|
2022
Q3 | $173K | Buy |
2,967
+140
| +5% | +$8.16K | 0.02% | 379 |
|
2022
Q2 | $198K | Hold |
2,827
| – | – | 0.02% | 375 |
|
2022
Q1 | $224K | Hold |
2,827
| – | – | 0.02% | 385 |
|
2021
Q4 | $246K | Sell |
2,827
-443
| -14% | -$38.5K | 0.02% | 357 |
|
2021
Q3 | $263K | Buy |
3,270
+252
| +8% | +$20.3K | 0.02% | 331 |
|
2021
Q2 | $212K | Buy |
3,018
+32
| +1% | +$2.25K | 0.02% | 334 |
|
2021
Q1 | $210K | Hold |
2,986
| – | – | 0.02% | 329 |
|
2020
Q4 | $197K | Hold |
2,986
| – | – | 0.02% | 321 |
|
2020
Q3 | $170K | Sell |
2,986
-30
| -1% | -$1.71K | 0.02% | 293 |
|
2020
Q2 | $173K | Buy |
3,016
+2,062
| +216% | +$118K | 0.02% | 287 |
|
2020
Q1 | $48K | Buy |
+954
| New | +$48K | 0.01% | 412 |
|
2019
Q3 | – | Sell |
-4,372
| Closed | -$271K | – | 267 |
|
2019
Q2 | $271K | Buy |
+4,372
| New | +$271K | 0.04% | 229 |
|