GoalVest Advisory’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 | $29.9K | Hold |
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|
2025
Q2 | $32K | Hold |
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|
2025
Q1 | $30K | Hold |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $27.3K | Hold |
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|
2024
Q2 | $26.5K | Hold |
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|
2024
Q1 | $27.2K | Hold |
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|
2023
Q4 | $24.3K | Hold |
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|
2023
Q3 | $23.8K | Hold |
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|
2023
Q2 | $25.2K | Hold |
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|
2023
Q1 | $28.6K | Buy |
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|
2022
Q4 | $22.5K | Hold |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $412K | Buy |
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