MWM
Marion Wealth Management’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,217
| Closed | -$1.35M | – | 133 |
|
|
2024
Q3 | $1.35M | Buy |
14,217
+3,094
| +28% | +$293K | 0.36% | 67 |
|
|
2024
Q2 | $1.06M | Buy |
11,123
+1,243
| +13% | +$119K | 0.31% | 68 |
|
|
2024
Q1 | $1.3M | Buy |
9,880
+3,119
| +46% | +$411K | 0.39% | 60 |
|
|
2023
Q4 | $977K | Buy |
6,761
+2,615
| +63% | +$378K | 0.31% | 69 |
|
|
2023
Q3 | $705K | Buy |
4,146
+384
| +10% | +$65.3K | 0.25% | 71 |
|
|
2023
Q2 | $839K | Buy |
3,762
+226
| +6% | +$50.4K | 0.3% | 66 |
|
|
2023
Q1 | $782K | Buy |
3,536
+415
| +13% | +$91.7K | 0.29% | 67 |
|
|
2022
Q4 | $677K | Buy |
3,121
+404
| +15% | +$87.6K | 0.29% | 68 |
|
|
2022
Q3 | $718K | Buy |
2,717
+185
| +7% | +$48.9K | 0.37% | 56 |
|
|
2022
Q2 | $529K | Buy |
+2,532
| New | +$529K | 0.28% | 78 |
|