Integrated Wealth Concepts’s Albemarle ALB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
3,725
-1,073
-22% -$67.2K ﹤0.01% 1685
2025
Q1
$346K Buy
4,798
+996
+26% +$71.7K ﹤0.01% 1324
2024
Q4
$327K Sell
3,802
-1,529
-29% -$132K ﹤0.01% 1315
2024
Q3
$505K Sell
5,331
-1,488
-22% -$141K 0.01% 1080
2024
Q2
$651K Buy
6,819
+420
+7% +$40.1K 0.01% 940
2024
Q1
$843K Buy
6,399
+525
+9% +$69.2K 0.01% 834
2023
Q4
$849K Sell
5,874
-1,017
-15% -$147K 0.01% 796
2023
Q3
$1.17M Sell
6,891
-1,972
-22% -$335K 0.02% 629
2023
Q2
$1.98M Buy
8,863
+120
+1% +$26.8K 0.03% 468
2023
Q1
$1.93M Buy
8,743
+6,551
+299% +$1.45M 0.04% 426
2022
Q4
$475K Buy
2,192
+185
+9% +$40.1K 0.01% 671
2022
Q3
$531K Sell
2,007
-492
-20% -$130K 0.02% 570
2022
Q2
$522K Buy
2,499
+540
+28% +$113K 0.02% 591
2022
Q1
$433K Sell
1,959
-2,057
-51% -$455K 0.01% 613
2021
Q4
$939K Buy
4,016
+2,112
+111% +$494K 0.03% 440
2021
Q3
$417K Sell
1,904
-13,801
-88% -$3.02M 0.01% 618
2021
Q2
$2.65M Buy
15,705
+4,663
+42% +$786K 0.09% 181
2021
Q1
$1.61M Buy
11,042
+5,773
+110% +$843K 0.07% 219
2020
Q4
$777K Buy
5,269
+756
+17% +$111K 0.04% 297
2020
Q3
$403K Buy
+4,513
New +$403K 0.02% 392