Heritage Wealth Advisors’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883 | Buy |
+10
| New | +$883 | ﹤0.01% | 536 |
|
|
2023
Q4 | – | Sell |
-224
| Closed | -$17.3K | – | 563 |
|
|
2023
Q3 | $17.3K | Hold |
224
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $18.4K | Hold |
224
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $15.8K | Hold |
224
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $15.4K | Hold |
224
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $13K | Hold |
224
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $16K | Hold |
224
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $18K | Hold |
224
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $20K | Hold |
224
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $18K | Hold |
224
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $15.7K | Hold |
224
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $15.7K | Hold |
224
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $15K | Hold |
224
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $12.8K | Hold |
224
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $12.8K | Hold |
224
| – | – | ﹤0.01% | 367 |
|
|
2020
Q1 | $11.4K | Hold |
224
| – | – | ﹤0.01% | 364 |
|
|
2019
Q4 | $12.7K | Hold |
224
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $13K | Buy |
224
+71
| +46% | +$4.12K | ﹤0.01% | 377 |
|
|
2019
Q2 | $9.49K | Buy |
+153
| New | +$9.49K | ﹤0.01% | 394 |
|