GeoWealth Management’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,963
| Closed | -$255K | – | 1082 |
|
2024
Q4 | $255K | Buy |
2,963
+618
| +26% | +$53.2K | 0.01% | 672 |
|
2024
Q3 | $222K | Buy |
+2,345
| New | +$222K | 0.01% | 685 |
|
2023
Q4 | – | Sell |
-405
| Closed | -$69K | – | 676 |
|
2023
Q3 | $69K | Buy |
405
+26
| +7% | +$4.43K | 0.01% | 367 |
|
2023
Q2 | $84K | Buy |
379
+108
| +40% | +$23.9K | 0.01% | 295 |
|
2023
Q1 | $60K | Buy |
+271
| New | +$60K | 0.01% | 282 |
|