Mark Sheptoff Financial Planning’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Hold |
862
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $81.8K | Hold |
862
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $73.2K | Sell |
862
-40
| -4% | -$3.4K | 0.04% | 147 |
|
|
2024
Q3 | $90.3K | Hold |
902
| – | – | 0.05% | 134 |
|
|
2024
Q2 | $80.4K | Buy |
+902
| New | +$80.4K | 0.04% | 149 |
|
|
2022
Q2 | – | Sell |
-1,112
| Closed | -$88K | – | 379 |
|
|
2022
Q1 | $88K | Hold |
1,112
| – | – | 0.04% | 139 |
|
|
2021
Q4 | $97K | Sell |
1,112
-70
| -6% | -$6.11K | 0.05% | 139 |
|
|
2021
Q3 | $95K | Sell |
1,182
-20
| -2% | -$1.61K | 0.05% | 142 |
|
|
2021
Q2 | $84K | Sell |
1,202
-196
| -14% | -$13.7K | 0.05% | 146 |
|
|
2021
Q1 | $98K | Hold |
1,398
| – | – | 0.06% | 127 |
|
|
2020
Q4 | $92K | Hold |
1,398
| – | – | 0.05% | 132 |
|
|
2020
Q3 | $80K | Sell |
1,398
-115
| -8% | -$6.58K | 0.05% | 128 |
|
|
2020
Q2 | $87K | Sell |
1,513
-20
| -1% | -$1.15K | 0.06% | 122 |
|
|
2020
Q1 | $78K | Buy |
+1,533
| New | +$78K | 0.06% | 113 |
|