Kovitz Investment Group Partners’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+5,214
| New | +$213K | ﹤0.01% | 1259 |
|
|
2025
Q1 | – | Sell |
-10,904
| Closed | -$404K | – | 1232 |
|
|
2024
Q4 | $404K | Buy |
10,904
+61
| +0.6% | +$2.26K | ﹤0.01% | 951 |
|
|
2024
Q3 | $378K | Sell |
10,843
-653
| -6% | -$22.8K | ﹤0.01% | 812 |
|
|
2024
Q2 | $388K | Buy |
11,496
+653
| +6% | +$22.1K | ﹤0.01% | 690 |
|
|
2024
Q1 | $377K | Buy |
+10,843
| New | +$377K | ﹤0.01% | 548 |
|