WealthPlan Investment Management’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
68,565
+18,239
| +36% | +$1.14M | 0.31% | 91 |
|
|
2025
Q1 | $3.62M | Buy |
50,326
+4,872
| +11% | +$351K | 0.36% | 79 |
|
|
2024
Q4 | $3.91M | Sell |
45,454
-6,127
| -12% | -$527K | 0.39% | 74 |
|
|
2024
Q3 | $4.89M | Buy |
51,581
+2,258
| +5% | +$214K | 0.49% | 70 |
|
|
2024
Q2 | $4.71M | Buy |
49,323
+4,226
| +9% | +$404K | 0.71% | 58 |
|
|
2024
Q1 | $5.94M | Buy |
45,097
+6,617
| +17% | +$872K | 0.91% | 45 |
|
|
2023
Q4 | $5.56M | Buy |
+38,480
| New | +$5.56M | 0.89% | 48 |
|
|
2023
Q3 | – | Sell |
-583
| Closed | -$130K | – | 171 |
|
|
2023
Q2 | $130K | Sell |
583
-564
| -49% | -$126K | 0.04% | 144 |
|
|
2023
Q1 | $254K | Sell |
1,147
-156
| -12% | -$34.5K | 0.04% | 147 |
|
|
2022
Q4 | $352K | Hold |
1,303
| – | – | 0.02% | 291 |
|
|
2022
Q3 | $336K | Buy |
+1,303
| New | +$336K | 0.02% | 289 |
|
|
2022
Q1 | $321K | Buy |
+1,664
| New | +$321K | 0.02% | 307 |
|