MWM
Moran Wealth Management’s Albemarle ALB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $594K | Buy |
9,482
+148
| +2% | +$9.28K | 0.02% | 381 |
|
2025
Q1 | $672K | Buy |
9,334
+1,665
| +22% | +$120K | 0.02% | 341 |
|
2024
Q4 | $660K | Sell |
7,669
-1,342
| -15% | -$116K | 0.02% | 342 |
|
2024
Q3 | $853K | Sell |
9,011
-648
| -7% | -$61.4K | 0.03% | 307 |
|
2024
Q2 | $923K | Buy |
9,659
+2,113
| +28% | +$202K | 0.03% | 294 |
|
2024
Q1 | $994K | Sell |
7,546
-174
| -2% | -$22.9K | 0.03% | 296 |
|
2023
Q4 | $1.12M | Sell |
7,720
-1,679
| -18% | -$243K | 0.04% | 297 |
|
2023
Q3 | $1.6M | Buy |
9,399
+3,197
| +52% | +$544K | 0.06% | 226 |
|
2023
Q2 | $1.38M | Buy |
+6,202
| New | +$1.38M | 0.05% | 240 |
|