Winch Advisory Services’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.9K | Buy |
375
+1
| +0.3% | +$61 | 0.01% | 233 |
|
|
2025
Q4 | $19.9K | Buy |
374
+101
| +37% | +$4.13K | ﹤0.01% | 244 |
|
|
2025
Q3 | $8.98K | Buy |
273
+141
| +107% | +$4.38K | ﹤0.01% | 320 |
|
|
2025
Q2 | $3.9K | Hold |
132
| – | – | ﹤0.01% | 362 |
|
|
2025
Q1 | $4.02K | Buy |
132
+121
| +1,100% | +$4.24K | ﹤0.01% | 354 |
|
|
2024
Q4 | $428 | Hold |
11
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $436 | Hold |
11
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $449 | Hold |
11
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $380 | Hold |
11
| – | – | ﹤0.01% | 415 |
|
|
2023
Q4 | $381 | Hold |
11
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 336 |
|
|
2019
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 343 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 345 |
|
|
2018
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 304 |
|
|
2018
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 277 |
|
|
2017
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 266 |
|
|
2017
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 298 |
|
|
2017
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 285 |
|
|
2016
Q4 | $0 | Sell |
11
-32
| -74% | -$869 | ﹤0.01% | 262 |
|
|
2016
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 252 |
|
|
2016
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 244 |
|
|
2016
Q1 | $1K | Buy |
43
+1
| +2% | +$20 | ﹤0.01% | 214 |
|
|
2015
Q4 | $1K | Sell |
42
-469
| -92% | -$10.5K | ﹤0.01% | 234 |
|
|
2015
Q3 | $12K | Hold |
511
| – | – | 0.02% | 106 |
|
|
2015
Q2 | $14K | Sell |
511
-1,381
| -73% | -$42.8K | 0.01% | 155 |
|
|
2015
Q1 | $59K | Sell |
1,892
-8,112
| -81% | -$291K | 0.03% | 76 |
|
|
2014
Q4 | $380K | Sell |
10,004
-9,601
| -49% | -$372K | 0.21% | 35 |
|
|
2014
Q3 | $758K | Sell |
19,605
-5,160
| -21% | -$202K | 0.49% | 44 |
|
|
2014
Q2 | $886K | Buy |
24,765
+7,229
| +41% | +$237K | 0.52% | 51 |
|
|
2014
Q1 | $542K | Buy |
+17,536
| New | +$487K | 0.34% | 70 |
|
Other funds holding AA
VPM
VCM
