Sax Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $508K | Hold |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | $641K | Hold |
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|
2021
Q2 | $602K | Buy |
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