Perfromance Wealth Partners’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,000
| Closed | -$216K | – | 189 |
|
|
2025
Q1 | $216K | Hold |
3,000
| – | – | 0.01% | 161 |
|
|
2024
Q4 | $258K | Sell |
3,000
-1,000
| -25% | -$86.1K | 0.01% | 150 |
|
|
2024
Q3 | $379K | Hold |
4,000
| – | – | 0.01% | 121 |
|
|
2024
Q2 | $382K | Hold |
4,000
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $527K | Hold |
4,000
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $578K | Sell |
4,000
-1,000
| -20% | -$144K | 0.03% | 96 |
|
|
2023
Q3 | $850K | Sell |
5,000
-1,000
| -17% | -$170K | 0.04% | 80 |
|
|
2023
Q2 | $1.37M | Buy |
6,000
+1,000
| +20% | +$229K | 0.06% | 70 |
|
|
2023
Q1 | $1.11M | Buy |
5,000
+585
| +13% | +$129K | 0.06% | 72 |
|
|
2022
Q4 | $957K | Sell |
4,415
-1,283
| -23% | -$278K | 0.06% | 72 |
|
|
2022
Q3 | $1.51M | Buy |
5,698
+500
| +10% | +$132K | 0.09% | 55 |
|
|
2022
Q2 | $1.09M | Sell |
5,198
-500
| -9% | -$104K | 0.06% | 64 |
|
|
2022
Q1 | $1.26M | Buy |
5,698
+300
| +6% | +$66.3K | 0.05% | 67 |
|
|
2021
Q4 | $1.26M | Buy |
+5,398
| New | +$1.26M | 0.05% | 74 |
|