EP Wealth Advisors’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+4,436
| New | +$278K | ﹤0.01% | 1063 |
|
|
2025
Q1 | – | Sell |
-2,816
| Closed | -$242K | – | 1284 |
|
|
2024
Q4 | $242K | Buy |
2,816
+15
| +0.5% | +$1.29K | ﹤0.01% | 967 |
|
|
2024
Q3 | $265K | Sell |
2,801
-78
| -3% | -$7.39K | ﹤0.01% | 909 |
|
|
2024
Q2 | $275K | Sell |
2,879
-575
| -17% | -$54.9K | ﹤0.01% | 679 |
|
|
2024
Q1 | $455K | Sell |
3,454
-656
| -16% | -$86.4K | 0.01% | 528 |
|
|
2023
Q4 | $594K | Sell |
4,110
-287
| -7% | -$41.5K | 0.01% | 461 |
|
|
2023
Q3 | $748K | Sell |
4,397
-132
| -3% | -$22.4K | 0.01% | 385 |
|
|
2023
Q2 | $987K | Hold |
4,529
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $1M | Buy |
4,529
+163
| +4% | +$36K | 0.02% | 303 |
|
|
2022
Q4 | $947K | Buy |
+4,366
| New | +$947K | 0.02% | 290 |
|