Geneos Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77K | Buy |
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|
2025
Q2 | $81.4K | Sell |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $71.8K | Buy |
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|
2024
Q3 | $66.8K | Buy |
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|
2024
Q2 | $36.9K | Buy |
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|
2024
Q1 | $28.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $33.3K | Sell |
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|
2022
Q3 | $72K | Sell |
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|
2022
Q2 | $164K | Sell |
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|
2022
Q1 | $191K | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $187K | Sell |
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|
2020
Q4 | $181K | Buy |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $105K | Sell |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $146K | Hold |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $145K | Buy |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $98K | Buy |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $32K | Sell |
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|
2017
Q3 | $51K | Sell |
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|
2017
Q2 | $63K | Buy |
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|
2017
Q1 | $56K | Buy |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $45K | Hold |
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|
2016
Q2 | $45K | Sell |
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|
2016
Q1 | $70K | Buy |
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