Empirical Wealth Management’s Alignment Healthcare ALHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-36,461
| Closed | -$410K | – | 650 |
|
2024
Q4 | $410K | Sell |
36,461
-15,210
| -29% | -$171K | 0.01% | 430 |
|
2024
Q3 | $611K | Sell |
51,671
-15,210
| -23% | -$180K | 0.02% | 337 |
|
2024
Q2 | $523K | Sell |
66,881
-15,210
| -19% | -$119K | 0.02% | 347 |
|
2024
Q1 | $407K | Hold |
82,091
| – | – | 0.01% | 377 |
|
2023
Q4 | $707K | Hold |
82,091
| – | – | 0.02% | 272 |
|
2023
Q3 | $570K | Hold |
82,091
| – | – | 0.02% | 287 |
|
2023
Q2 | $472K | Hold |
82,091
| – | – | 0.02% | 320 |
|
2023
Q1 | $522K | Sell |
82,091
-20,351
| -20% | -$129K | 0.02% | 316 |
|
2022
Q4 | $1.2M | Sell |
102,442
-25,610
| -20% | -$301K | 0.06% | 184 |
|
2022
Q3 | $1.52M | Hold |
128,052
| – | – | 0.08% | 157 |
|
2022
Q2 | $1.46M | Buy |
+128,052
| New | +$1.46M | 0.08% | 162 |
|