Summit Place Financial Advisors’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.91M | Buy |
32,948
+150
| +0.5% | +$13.2K | 1.46% | 29 |
|
2025
Q1 | $3.11M | Buy |
32,798
+1,531
| +5% | +$145K | 1.76% | 24 |
|
2024
Q4 | $2.65M | Buy |
31,267
+235
| +0.8% | +$19.9K | 1.51% | 30 |
|
2024
Q3 | $3.11M | Sell |
31,032
-3,107
| -9% | -$311K | 1.73% | 24 |
|
2024
Q2 | $3.04M | Sell |
34,139
-164
| -0.5% | -$14.6K | 1.8% | 22 |
|
2024
Q1 | $2.86M | Buy |
34,303
+888
| +3% | +$74K | 1.67% | 28 |
|
2023
Q4 | $2.61M | Buy |
33,415
+4,256
| +15% | +$332K | 1.71% | 26 |
|
2023
Q3 | $2.25M | Sell |
29,159
-1,840
| -6% | -$142K | 1.6% | 27 |
|
2023
Q2 | $2.55M | Sell |
30,999
-1,802
| -5% | -$148K | 1.65% | 23 |
|
2023
Q1 | $2.31M | Buy |
32,801
+540
| +2% | +$38.1K | 1.64% | 27 |
|
2022
Q4 | $2.21M | Buy |
32,261
+2,539
| +9% | +$174K | 1.82% | 24 |
|
2022
Q3 | $1.73M | Buy |
29,722
+5,025
| +20% | +$292K | 1.61% | 30 |
|
2022
Q2 | $1.73M | Sell |
24,697
-375
| -1% | -$26.2K | 1.45% | 21 |
|
2022
Q1 | $1.99M | Sell |
25,072
-230
| -0.9% | -$18.2K | 1.33% | 30 |
|
2021
Q4 | $2.2M | Buy |
25,302
+520
| +2% | +$45.3K | 1.52% | 31 |
|
2021
Q3 | $1.99M | Sell |
24,782
-1,548
| -6% | -$125K | 1.45% | 32 |
|
2021
Q2 | $1.85M | Buy |
26,330
+1,365
| +5% | +$95.9K | 1.36% | 37 |
|
2021
Q1 | $1.75M | Sell |
24,965
-3,265
| -12% | -$229K | 1.41% | 32 |
|
2020
Q4 | $1.86M | Buy |
28,230
+1,875
| +7% | +$124K | 1.62% | 29 |
|
2020
Q3 | $1.5M | Buy |
26,355
+4,400
| +20% | +$251K | 1.51% | 29 |
|
2020
Q2 | $1.26M | Sell |
21,955
-290
| -1% | -$16.6K | 1.99% | 25 |
|
2020
Q1 | $1.13M | Sell |
22,245
-695
| -3% | -$35.3K | 2.41% | 18 |
|
2019
Q4 | $1.3M | Buy |
+22,940
| New | +$1.3M | 2.06% | 23 |
|