Schwarz Dygos Wheeler Investment 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
Q2 | $249K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $206K | Buy |
|