Concurrent Investment Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
17,256
+465
| +3% | +$19K | 0.01% | 719 |
|
|
2025
Q1 | $643K | Buy |
16,791
+1,976
| +13% | +$75.7K | 0.02% | 667 |
|
|
2024
Q4 | $549K | Buy |
14,815
+3,518
| +31% | +$130K | 0.01% | 638 |
|
|
2024
Q3 | $394K | Sell |
11,297
-660
| -6% | -$23K | 0.01% | 681 |
|
|
2024
Q2 | $404K | Buy |
11,957
+174
| +1% | +$5.88K | 0.01% | 646 |
|
|
2024
Q1 | $409K | Buy |
11,783
+1,813
| +18% | +$63K | 0.02% | 596 |
|
|
2023
Q4 | $309K | Buy |
+9,970
| New | +$309K | 0.01% | 636 |
|