Heritage Wealth Management (Arizona)’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $754K | Sell |
8,465
-825
| -9% | -$73.5K | 0.42% | 55 |
|
|
2024
Q1 | $774K | Sell |
9,290
-271
| -3% | -$22.6K | 0.39% | 57 |
|
|
2023
Q4 | $747K | Buy |
+9,561
| New | +$747K | 0.4% | 59 |
|
|
2022
Q4 | $1.65M | Buy |
24,039
+13,637
| +131% | +$935K | 0.24% | 71 |
|
|
2022
Q3 | $605K | Buy |
10,402
+597
| +6% | +$34.7K | 0.19% | 87 |
|
|
2022
Q2 | $685K | Buy |
9,805
+1,184
| +14% | +$82.7K | 0.23% | 77 |
|
|
2022
Q1 | $684K | Buy |
+8,621
| New | +$684K | 0.18% | 93 |
|
|
2021
Q3 | $353K | Buy |
4,390
+773
| +21% | +$62.2K | 0.13% | 129 |
|
|
2021
Q2 | $254K | Buy |
3,617
+1,462
| +68% | +$103K | 0.1% | 184 |
|
|
2021
Q1 | $151K | Buy |
+2,155
| New | +$151K | 0.09% | 196 |
|