Valley Wealth Managers’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60.7K | Hold |
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|
2025
Q2 | $57K | Hold |
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|
2025
Q1 | $58.6K | Hold |
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|
2024
Q4 | $54.6K | Hold |
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|
2024
Q3 | $53.7K | Hold |
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|
2024
Q2 | $45.2K | Hold |
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|
2024
Q1 | $49K | Hold |
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|
2023
Q4 | $39.6K | Hold |
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|
2023
Q3 | $31.5K | Hold |
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|
2023
Q2 | $30.9K | Hold |
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|
2023
Q1 | $31.4K | Hold |
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|
2022
Q4 | $38.4K | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $54K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $237K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $20K | Buy |
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