EP Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $662K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $322K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
|