Marotta Asset Management’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
7,741
-736
| -9% | -$65K | 0.14% | 59 |
|
|
2025
Q1 | $848K | Buy |
8,477
+372
| +5% | +$37.2K | 0.17% | 60 |
|
|
2024
Q4 | $676K | Sell |
8,105
-372
| -4% | -$31K | 0.14% | 63 |
|
|
2024
Q3 | $848K | Sell |
8,477
-135
| -2% | -$13.5K | 0.17% | 60 |
|
|
2024
Q2 | $758K | Sell |
8,612
-120
| -1% | -$10.6K | 0.16% | 58 |
|
|
2024
Q1 | $727K | Sell |
8,732
-79
| -0.9% | -$6.58K | 0.15% | 58 |
|
|
2023
Q4 | $688K | Sell |
8,811
-199
| -2% | -$15.5K | 0.15% | 59 |
|
|
2023
Q3 | $694K | Sell |
9,010
-86
| -0.9% | -$6.63K | 0.16% | 60 |
|
|
2023
Q2 | $747K | Buy |
+9,096
| New | +$747K | 0.17% | 56 |
|
|
2022
Q4 | $627K | Sell |
9,152
-81
| -0.9% | -$5.55K | 0.15% | 62 |
|
|
2022
Q3 | $537K | Buy |
9,233
+94
| +1% | +$5.47K | 0.14% | 60 |
|
|
2022
Q2 | $654K | Hold |
9,139
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $725K | Sell |
9,139
-46
| -0.5% | -$3.65K | 0.17% | 58 |
|
|
2021
Q4 | $800K | Buy |
9,185
+191
| +2% | +$16.6K | 0.18% | 53 |
|
|
2021
Q3 | $724K | Sell |
8,994
-116
| -1% | -$9.34K | 0.17% | 53 |
|
|
2021
Q2 | $641K | Buy |
9,110
+1,177
| +15% | +$82.8K | 0.15% | 57 |
|
|
2021
Q1 | $565K | Buy |
+7,933
| New | +$565K | 0.14% | 56 |
|