Nicola Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
114,000
-41,000
| -26% | -$1.67M | 0.44% | 53 |
|
|
2025
Q1 | $5.94M | Hold |
155,000
| – | – | 0.58% | 49 |
|
|
2024
Q4 | $8.27M | Hold |
155,000
| – | – | 0.78% | 44 |
|
|
2024
Q3 | $7.31M | Buy |
155,000
+48,000
| +45% | +$2.26M | 0.58% | 48 |
|
|
2024
Q2 | $4.95M | Buy |
107,000
+18,000
| +20% | +$832K | 0.44% | 54 |
|
|
2024
Q1 | $4.19M | Hold |
89,000
| – | – | 0.41% | 60 |
|
|
2023
Q4 | $3.65M | Buy |
+89,000
| New | +$3.65M | 0.38% | 68 |
|