Pinnacle Wealth Planning Services’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,277
| Closed | -$278K | – | 400 |
|
|
2024
Q4 | $278K | Sell |
3,277
-358
| -10% | -$30.4K | 0.04% | 272 |
|
|
2024
Q3 | $364K | Sell |
3,635
-186
| -5% | -$18.6K | 0.05% | 248 |
|
|
2024
Q2 | $340K | Sell |
3,821
-147
| -4% | -$13.1K | 0.05% | 258 |
|
|
2024
Q1 | $330K | Buy |
3,968
+42
| +1% | +$3.5K | 0.05% | 272 |
|
|
2023
Q4 | $307K | Sell |
3,926
-131
| -3% | -$10.2K | 0.05% | 265 |
|
|
2023
Q3 | $313K | Buy |
4,057
+24
| +0.6% | +$1.85K | 0.05% | 246 |
|
|
2023
Q2 | $331K | Sell |
4,033
-134
| -3% | -$11K | 0.05% | 241 |
|
|
2023
Q1 | $294K | Sell |
4,167
-3,715
| -47% | -$262K | 0.05% | 275 |
|
|
2022
Q4 | $540K | Buy |
7,882
+393
| +5% | +$26.9K | 0.1% | 150 |
|
|
2022
Q3 | $436K | Sell |
7,489
-426
| -5% | -$24.8K | 0.08% | 159 |
|
|
2022
Q2 | $553K | Sell |
7,915
-498
| -6% | -$34.8K | 0.1% | 139 |
|
|
2022
Q1 | $667K | Buy |
8,413
+380
| +5% | +$30.1K | 0.12% | 128 |
|
|
2021
Q4 | $700K | Buy |
8,033
+175
| +2% | +$15.3K | 0.14% | 111 |
|
|
2021
Q3 | $632K | Buy |
7,858
+140
| +2% | +$11.3K | 0.14% | 112 |
|
|
2021
Q2 | $543K | Buy |
7,718
+701
| +10% | +$49.3K | 0.13% | 119 |
|
|
2021
Q1 | $492K | Buy |
7,017
+685
| +11% | +$48K | 0.13% | 128 |
|
|
2020
Q4 | $417K | Buy |
6,332
+846
| +15% | +$55.7K | 0.1% | 130 |
|
|
2020
Q3 | $313K | Buy |
5,486
+1,091
| +25% | +$62.2K | 0.1% | 160 |
|
|
2020
Q2 | $252K | Buy |
+4,395
| New | +$252K | 0.08% | 181 |
|
|
2020
Q1 | – | Sell |
-3,759
| Closed | -$212K | – | 237 |
|
|
2019
Q4 | $212K | Sell |
3,759
-109
| -3% | -$6.15K | 0.1% | 202 |
|
|
2019
Q3 | $225K | Buy |
+3,868
| New | +$225K | 0.12% | 163 |
|