EPG Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,320
| Closed | -$284K | – | 311 |
|
|
2025
Q1 | $284K | Buy |
9,320
+32
| +0.3% | +$976 | 0.08% | 197 |
|
|
2024
Q4 | $351K | Buy |
9,288
+10
| +0.1% | +$378 | 0.09% | 184 |
|
|
2024
Q3 | $358K | Buy |
+9,278
| New | +$358K | 0.09% | 185 |
|
|
2024
Q2 | – | Sell |
-9,256
| Closed | -$313K | – | 190 |
|
|
2024
Q1 | $313K | Buy |
9,256
+14
| +0.2% | +$473 | 0.08% | 213 |
|
|
2023
Q4 | $239K | Buy |
9,242
+25
| +0.3% | +$646 | 0.06% | 223 |
|
|
2023
Q3 | $268K | Buy |
9,217
+3,088
| +50% | +$89.7K | 0.08% | 202 |
|
|
2023
Q2 | $208K | Buy |
6,129
+1,400
| +30% | +$47.5K | 0.06% | 227 |
|
|
2023
Q1 | $201K | Buy |
4,729
+55
| +1% | +$2.34K | 0.06% | 234 |
|
|
2022
Q4 | $213K | Buy |
+4,674
| New | +$213K | 0.08% | 204 |
|
|
2022
Q2 | – | Sell |
-4,233
| Closed | -$381K | – | 216 |
|
|
2022
Q1 | $381K | Sell |
4,233
-1,198
| -22% | -$108K | 0.13% | 145 |
|
|
2021
Q4 | $324K | Buy |
5,431
+577
| +12% | +$34.4K | 0.11% | 161 |
|
|
2021
Q3 | $238K | Buy |
+4,854
| New | +$238K | 0.1% | 185 |
|