True Wealth Design’s Alexander & Baldwin ALEX Stock Holding History

True Wealth Design’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16	Closed	-$331	–	2703
2025 Q4	$331	Sell	16 -19	-54%	-$330	﹤0.01%	2091
2025 Q3	$637	Hold	35	–	–	﹤0.01%	1930
2025 Q2	$625	Hold	35	–	–	﹤0.01%	1645
2025 Q1	$604	Buy	+35	New	+$619	﹤0.01%	1474

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's ALEX Position: Q1 2026 in Review

True Wealth Design sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 16 shares — an estimated $331 sold.

True Wealth Design first reported a position in ALEX in Q1 2025 and held it in 4 quarters. The position peaked at $637 in Q3 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

True Wealth Design reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 16 Alexander & Baldwin shares in Q1 2026, an estimated $331.
True Wealth Design first reported a position in Alexander & Baldwin in Q1 2025 and held it in 4 quarters.
True Wealth Design's Alexander & Baldwin position peaked at $637 in Q3 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.