Redmont Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $436K | Hold |
11,373
| – | – | 0.85% | 28 |
|
|
2024
Q4 | $422K | Hold |
11,373
| – | – | 0.73% | 43 |
|
|
2024
Q3 | $397K | Hold |
11,373
| – | – | 0.61% | 49 |
|
|
2024
Q2 | $384K | Hold |
11,373
| – | – | 0.6% | 48 |
|
|
2024
Q1 | $395K | Hold |
11,373
| – | – | 0.55% | 48 |
|
|
2023
Q4 | $353K | Sell |
11,373
-200
| -2% | -$6.21K | 0.51% | 52 |
|
|
2023
Q3 | $351K | Hold |
11,573
| – | – | 0.62% | 51 |
|
|
2023
Q2 | $372K | Buy |
11,573
+200
| +2% | +$6.43K | 0.64% | 54 |
|
|
2023
Q1 | $416K | Sell |
11,373
-2,052
| -15% | -$75K | 0.84% | 38 |
|
|
2022
Q4 | $461K | Hold |
13,425
| – | – | 0.54% | 52 |
|
|
2022
Q3 | $471K | Hold |
13,425
| – | – | 0.61% | 41 |
|
|
2022
Q2 | $558K | Hold |
13,425
| – | – | 0.68% | 33 |
|
|
2022
Q1 | $631K | Hold |
13,425
| – | – | 0.67% | 34 |
|
|
2021
Q4 | $656K | Buy |
+13,425
| New | +$656K | 0.7% | 34 |
|