Nicola Wealth Management’s AllianceBernstein AB Stock Holding History

Nicola Wealth Management’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.36M	Hold
2025 Q2	$4.65M	Sell
2025 Q1	$5.94M	Hold
2024 Q4	$8.27M	Hold
2024 Q3	$7.31M	Buy
2024 Q2	$4.95M	Buy
2024 Q1	$4.19M	Hold
2023 Q4	$3.65M	Buy