MGWM
Marks Group Wealth Management’s Alcon ALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
93,376
+177
| +0.2% | +$15.6K | 0.77% | 65 |
|
|
2025
Q1 | $8.85M | Buy |
93,199
+9,723
| +12% | +$923K | 0.85% | 37 |
|
|
2024
Q4 | $7.09M | Sell |
83,476
-12,762
| -13% | -$1.08M | 0.7% | 65 |
|
|
2024
Q3 | $9.63M | Buy |
96,238
+81,711
| +562% | +$8.18M | 0.92% | 24 |
|
|
2024
Q2 | $1.29M | Sell |
14,527
-296
| -2% | -$26.4K | 0.14% | 154 |
|
|
2024
Q1 | $1.23M | Sell |
14,823
-393
| -3% | -$32.7K | 0.13% | 151 |
|
|
2023
Q4 | $1.19M | Buy |
15,216
+773
| +5% | +$60.4K | 0.14% | 154 |
|
|
2023
Q3 | $1.11M | Sell |
14,443
-60
| -0.4% | -$4.62K | 0.14% | 152 |
|
|
2023
Q2 | $1.19M | Buy |
14,503
+53
| +0.4% | +$4.35K | 0.14% | 152 |
|
|
2023
Q1 | $1.02M | Sell |
14,450
-12
| -0.1% | -$846 | 0.13% | 158 |
|
|
2022
Q4 | $991K | Sell |
14,462
-913
| -6% | -$62.6K | 0.14% | 159 |
|
|
2022
Q3 | $895K | Sell |
15,375
-725
| -5% | -$42.2K | 0.14% | 161 |
|
|
2022
Q2 | $1.13M | Buy |
16,100
+428
| +3% | +$29.9K | 0.16% | 148 |
|
|
2022
Q1 | $1.24M | Buy |
15,672
+484
| +3% | +$38.4K | 0.16% | 144 |
|
|
2021
Q4 | $1.31M | Buy |
15,188
+6,638
| +78% | +$574K | 0.16% | 141 |
|
|
2021
Q3 | $684K | Buy |
8,550
+4,985
| +140% | +$399K | 0.09% | 183 |
|
|
2021
Q2 | $249K | Buy |
3,565
+485
| +16% | +$33.9K | 0.03% | 232 |
|
|
2021
Q1 | $215K | Buy |
+3,080
| New | +$215K | 0.03% | 233 |
|