CWP
Concord Wealth Partners’s Alcon ALC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353 | Hold |
4
| – | – | ﹤0.01% | 798 |
|
2025
Q1 | $380 | Buy |
+4
| New | +$380 | ﹤0.01% | 770 |
|
2024
Q4 | – | Sell |
-234
| Closed | -$23.4K | – | 923 |
|
2024
Q3 | $23.4K | Buy |
234
+34
| +17% | +$3.4K | ﹤0.01% | 448 |
|
2024
Q2 | $17.8K | Hold |
200
| – | – | ﹤0.01% | 445 |
|
2024
Q1 | $16.7K | Hold |
200
| – | – | ﹤0.01% | 513 |
|
2023
Q4 | $15.6K | Sell |
200
-176
| -47% | -$13.7K | ﹤0.01% | 512 |
|
2023
Q3 | $29K | Hold |
376
| – | – | 0.01% | 453 |
|
2023
Q2 | $30.9K | Hold |
376
| – | – | 0.01% | 431 |
|
2023
Q1 | $26.5K | Hold |
376
| – | – | 0.01% | 447 |
|
2022
Q4 | $25.7K | Buy |
+376
| New | +$25.7K | 0.01% | 485 |
|
2022
Q3 | – | Sell |
-376
| Closed | -$26K | – | 183 |
|
2022
Q2 | $26K | Buy |
376
+1
| +0.3% | +$69 | 0.01% | 480 |
|
2022
Q1 | $30K | Hold |
375
| – | – | 0.01% | 538 |
|
2021
Q4 | $33K | Buy |
+375
| New | +$33K | 0.01% | 530 |
|