Wealth Management Partners’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 | $214K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $296K | Buy |
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