Mount Yale Investment Advisors’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Buy |
+287
| New | +$25.3K | ﹤0.01% | 994 |
|
|
2023
Q2 | – | Sell |
-36,629
| Closed | -$2.58M | – | 478 |
|
|
2023
Q1 | $2.58M | Sell |
36,629
-1,052
| -3% | -$74.2K | 0.29% | 83 |
|
|
2022
Q4 | $2.58M | Buy |
37,681
+32
| +0.1% | +$2.19K | 0.29% | 85 |
|
|
2022
Q3 | $2.19M | Sell |
37,649
-213
| -0.6% | -$12.4K | 0.29% | 82 |
|
|
2022
Q2 | $2.65M | Sell |
37,862
-1,192
| -3% | -$83.3K | 0.33% | 69 |
|
|
2022
Q1 | $3.1M | Sell |
39,054
-521
| -1% | -$41.3K | 0.34% | 67 |
|
|
2021
Q4 | $3.45M | Sell |
39,575
-304
| -0.8% | -$26.5K | 0.36% | 67 |
|
|
2021
Q3 | $3.21M | Sell |
39,879
-756
| -2% | -$60.8K | 0.37% | 66 |
|
|
2021
Q2 | $2.86M | Sell |
40,635
-6,626
| -14% | -$466K | 0.35% | 73 |
|
|
2021
Q1 | $3.32M | Sell |
47,261
-2,441
| -5% | -$171K | 0.43% | 57 |
|
|
2020
Q4 | $3.28M | Buy |
49,702
+547
| +1% | +$36.1K | 0.46% | 58 |
|
|
2020
Q3 | $2.8M | Buy |
49,155
+662
| +1% | +$37.7K | 0.4% | 58 |
|
|
2020
Q2 | $2.78M | Buy |
48,493
+7,632
| +19% | +$438K | 0.5% | 53 |
|
|
2020
Q1 | $2.08M | Sell |
40,861
-2,260
| -5% | -$115K | 0.47% | 52 |
|
|
2019
Q4 | $2.54M | Buy |
43,121
+28
| +0.1% | +$1.65K | 0.44% | 53 |
|
|
2019
Q3 | $2.53M | Buy |
43,093
+699
| +2% | +$41K | 0.45% | 55 |
|
|
2019
Q2 | $2.53M | Buy |
+42,394
| New | +$2.53M | 0.47% | 49 |
|