Valeo 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 | $255K | Buy |
2,887
+193
| +7% | +$17K | 0.01% | 627 |
|
|
2025
Q1 | $256K | Buy |
2,694
+12
| +0.4% | +$1.14K | 0.01% | 567 |
|
|
2024
Q4 | $228K | Buy |
2,682
+61
| +2% | +$5.18K | 0.01% | 617 |
|
|
2024
Q3 | $262K | Buy |
2,621
+214
| +9% | +$21.4K | 0.01% | 567 |
|
|
2024
Q2 | $214K | Sell |
2,407
-184
| -7% | -$16.4K | 0.01% | 595 |
|
|
2024
Q1 | $206K | Buy |
+2,591
| New | +$206K | 0.01% | 603 |
|
|
2023
Q4 | – | Sell |
-2,661
| Closed | -$205K | – | 636 |
|
|
2023
Q3 | $205K | Buy |
2,661
+45
| +2% | +$3.47K | 0.01% | 563 |
|
|
2023
Q2 | $215K | Buy |
+2,616
| New | +$215K | 0.01% | 527 |
|
|
2023
Q1 | – | Sell |
-2,975
| Closed | -$204K | – | 617 |
|
|
2022
Q4 | $204K | Buy |
+2,975
| New | +$204K | 0.01% | 485 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$254K | – | 490 |
|
|
2022
Q1 | $254K | Sell |
3,200
-435
| -12% | -$34.5K | 0.01% | 462 |
|
|
2021
Q4 | $317K | Buy |
3,635
+129
| +4% | +$11.3K | 0.02% | 383 |
|
|
2021
Q3 | $282K | Buy |
+3,506
| New | +$282K | 0.02% | 397 |
|
|
2021
Q2 | – | Sell |
-2,348
| Closed | -$165K | – | 495 |
|
|
2021
Q1 | $165K | Buy |
2,348
+520
| +28% | +$36.5K | 0.01% | 473 |
|
|
2020
Q4 | $121K | Sell |
1,828
-546
| -23% | -$36.1K | 0.01% | 510 |
|
|
2020
Q3 | $135K | Sell |
2,374
-367
| -13% | -$20.9K | 0.01% | 400 |
|
|
2020
Q2 | $157K | Buy |
2,741
+671
| +32% | +$38.4K | 0.01% | 365 |
|
|
2020
Q1 | $110K | Buy |
2,070
+1,077
| +108% | +$57.2K | 0.01% | 396 |
|
|
2019
Q4 | $56K | Buy |
993
+60
| +6% | +$3.38K | 0.01% | 598 |
|
|
2019
Q3 | $54K | Buy |
+933
| New | +$54K | 0.01% | 570 |
|