Summit Asset Management’s AllianceBernstein AB Stock Holding History

Summit Asset Management’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Hold
2025 Q1	$209K	Hold
2024 Q4	$202K	Buy
2022 Q3	–	Sell
2022 Q2	$230K	Hold
2022 Q1	$260K	Buy
2021 Q4	$266K	Hold
2021 Q3	$270K	Hold
2021 Q2	$254K	Hold
2021 Q1	$218K	Buy