Heritage Family Offices’s Alcon ALC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$816K	Hold	8,523	–	–	0.41%	62
2025 Q1	$809K	Sell	8,523 -589	-6%	-$55.9K	0.41%	61
2024 Q4	$774K	Buy	9,112 +568	+7%	+$48.2K	0.39%	61
2024 Q3	$855K	Buy	8,544 +79	+0.9%	+$7.91K	0.44%	51
2024 Q2	$754K	Buy	+8,465	New	+$754K	0.42%	55