Montag & Associates’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.3K | Hold |
525
| – | – | ﹤0.01% | 592 |
|
2025
Q1 | $49.8K | Hold |
525
| – | – | ﹤0.01% | 620 |
|
2024
Q4 | $44.6K | Hold |
525
| – | – | ﹤0.01% | 628 |
|
2024
Q3 | $52.5K | Hold |
525
| – | – | ﹤0.01% | 609 |
|
2024
Q2 | $46.8K | Hold |
525
| – | – | ﹤0.01% | 603 |
|
2024
Q1 | $43.7K | Hold |
525
| – | – | ﹤0.01% | 614 |
|
2023
Q4 | $41K | Hold |
525
| – | – | ﹤0.01% | 611 |
|
2023
Q3 | $40.5K | Sell |
525
-2,800
| -84% | -$216K | ﹤0.01% | 588 |
|
2023
Q2 | $273K | Hold |
3,325
| – | – | 0.02% | 355 |
|
2023
Q1 | $235K | Hold |
3,325
| – | – | 0.02% | 362 |
|
2022
Q4 | $228K | Buy |
3,325
+67
| +2% | +$4.59K | 0.02% | 348 |
|
2022
Q3 | $190K | Sell |
3,258
-2,492
| -43% | -$145K | 0.01% | 360 |
|
2022
Q2 | $402K | Sell |
5,750
-13,275
| -70% | -$928K | 0.03% | 290 |
|
2022
Q1 | $1.51M | Hold |
19,025
| – | – | 0.08% | 189 |
|
2021
Q4 | $1.66M | Sell |
19,025
-1,375
| -7% | -$120K | 0.08% | 190 |
|
2021
Q3 | $1.64M | Buy |
+20,400
| New | +$1.64M | 0.09% | 183 |
|