WealthPLAN Partners’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
22,108
-3,939
| -15% | -$247K | 0.22% | 105 |
|
|
2025
Q1 | $1.88M | Buy |
26,047
+3,030
| +13% | +$218K | 0.26% | 92 |
|
|
2024
Q4 | $1.98M | Sell |
23,017
-602
| -3% | -$51.8K | 0.28% | 92 |
|
|
2024
Q3 | $2.24M | Buy |
23,619
+450
| +2% | +$42.6K | 0.3% | 84 |
|
|
2024
Q2 | $2.21M | Sell |
23,169
-869
| -4% | -$83K | 0.24% | 101 |
|
|
2024
Q1 | $3.17M | Sell |
24,038
-4,216
| -15% | -$555K | 0.33% | 92 |
|
|
2023
Q4 | $4.08M | Buy |
+28,254
| New | +$4.08M | 0.42% | 73 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$6.69K | – | 338 |
|
|
2023
Q2 | $6.69K | Sell |
30
-126
| -81% | -$28.1K | ﹤0.01% | 862 |
|
|
2023
Q1 | $34.5K | Sell |
156
-1,147
| -88% | -$254K | ﹤0.01% | 623 |
|
|
2022
Q4 | $353K | Buy |
+1,303
| New | +$353K | 0.02% | 293 |
|
|
2022
Q1 | $321K | Sell |
1,664
-238
| -13% | -$45.9K | 0.02% | 307 |
|
|
2021
Q4 | $420K | Sell |
1,902
-86
| -4% | -$19K | 0.03% | 269 |
|
|
2021
Q3 | $516K | Sell |
1,988
-221
| -10% | -$57.4K | 0.03% | 252 |
|
|
2021
Q2 | $521K | Sell |
2,209
-788
| -26% | -$186K | 0.04% | 230 |
|
|
2021
Q1 | $486K | Sell |
2,997
-1,439
| -32% | -$233K | 0.04% | 231 |
|
|
2020
Q4 | $687K | Sell |
4,436
-9,940
| -69% | -$1.54M | 0.06% | 173 |
|
|
2020
Q3 | $1.71M | Sell |
14,376
-60,910
| -81% | -$7.23M | 0.17% | 97 |
|
|
2020
Q2 | $6.9M | Sell |
75,286
-885
| -1% | -$81.1K | 0.71% | 44 |
|
|
2020
Q1 | $4.55M | Sell |
76,171
-21,511
| -22% | -$1.28M | 0.59% | 54 |
|
|
2019
Q4 | $8.48M | Sell |
97,682
-5,075
| -5% | -$441K | 1% | 22 |
|
|
2019
Q3 | $6.7M | Buy |
102,757
+8,408
| +9% | +$548K | 0.92% | 28 |
|
|
2019
Q2 | $6.46M | Buy |
94,349
+9,488
| +11% | +$649K | 0.97% | 24 |
|
|
2019
Q1 | $5.9M | Buy |
84,861
+4,808
| +6% | +$335K | 0.92% | 29 |
|
|
2018
Q4 | $6.51M | Buy |
80,053
+24,839
| +45% | +$2.02M | 1.05% | 17 |
|
|
2018
Q3 | $5.29M | Buy |
55,214
+12,869
| +30% | +$1.23M | 0.97% | 24 |
|
|
2018
Q2 | $3.99M | Buy |
42,345
+24,906
| +143% | +$2.35M | 0.82% | 35 |
|
|
2018
Q1 | $1.62M | Buy |
17,439
+4,940
| +40% | +$458K | 0.35% | 77 |
|
|
2017
Q4 | $1.6M | Buy |
+12,499
| New | +$1.6M | 0.43% | 63 |
|