Heritage Wealth Advisors’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Sell |
3,000
-2
| -0.1% | -$125 | 0.01% | 212 |
|
|
2025
Q1 | $216K | Sell |
3,002
-16
| -0.5% | -$1.15K | 0.01% | 194 |
|
|
2024
Q4 | $260K | Buy |
3,018
+3
| +0.1% | +$258 | 0.01% | 179 |
|
|
2024
Q3 | $286K | Buy |
3,015
+15
| +0.5% | +$1.42K | 0.01% | 181 |
|
|
2024
Q2 | $287K | Hold |
3,000
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $395K | Hold |
3,000
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $433K | Hold |
3,000
| – | – | 0.02% | 153 |
|
|
2023
Q3 | $510K | Hold |
3,000
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $669K | Hold |
3,000
| – | – | 0.04% | 112 |
|
|
2023
Q1 | $663K | Hold |
3,000
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $651K | Hold |
3,000
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $793K | Hold |
3,000
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $627K | Hold |
3,000
| – | – | 0.04% | 105 |
|
|
2022
Q1 | $663K | Hold |
3,000
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $701K | Hold |
3,000
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $657K | Hold |
3,000
| – | – | 0.04% | 118 |
|
|
2021
Q2 | $505K | Hold |
3,000
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $438K | Hold |
3,000
| – | – | 0.03% | 149 |
|
|
2020
Q4 | $443K | Buy |
+3,000
| New | +$443K | 0.03% | 138 |
|