TritonPoint Wealth’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$1.26K | 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% | -$529K | 0.08% | 161 |
|
|
2023
Q4 | $909K | Buy |
+29,300
| New | +$909K | 0.09% | 157 |
|