Wetzel Investment Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
2,819
-38
| -1% | -$7.69K | 0.26% | 62 |
|
|
2025
Q1 | $595K | Sell |
2,857
-357
| -11% | -$74.3K | 0.3% | 60 |
|
|
2024
Q4 | $623K | Sell |
3,214
-156
| -5% | -$30.2K | 0.31% | 59 |
|
|
2024
Q3 | $642K | Sell |
3,370
-134
| -4% | -$25.5K | 0.32% | 59 |
|
|
2024
Q2 | $606K | Sell |
3,504
-3
| -0.1% | -$519 | 0.35% | 51 |
|
|
2024
Q1 | $593K | Sell |
3,507
-95
| -3% | -$16.1K | 0.35% | 50 |
|
|
2023
Q4 | $504K | Buy |
+3,602
| New | +$504K | 0.31% | 52 |
|