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TritonPoint Wealth’s AllianceBernstein AB Stock Holding History

TritonPoint Wealth’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
2026
Q1 		$542K Sell
14,466
-4,000
-22% -$157K 0.06% 164
2025
Q4 		$711K Sell
18,466
-3,000
-14% -$119K 0.07% 145
2025
Q3 		$820K Buy
21,466
+4,000
+23% +$160K 0.07% 172
2025
Q2 		$713K Hold
17,466
– – 0.07% 183
2025
Q1 		$669K Hold
17,466
– – 0.06% 184
2024
Q4 		$648K Sell
17,466
-34
-0.2% -$1.24K 0.06% 185
2024
Q3 		$613K Hold
17,500
– – 0.06% 189
2024
Q2 		$591K Hold
17,500
– – 0.06% 186
2024
Q1 		$785K Sell
17,500
-11,800
-40% -$392K 0.08% 161
2023
Q4 		$909K Buy
+29,300
New +$862K 0.09% 157

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CAM
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