WR Wealth Planners’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $622K | Sell |
7,325
-836
| -10% | -$71K | 0.2% | 77 |
|
|
2024
Q3 | $817K | Buy |
8,161
+336
| +4% | +$33.6K | 0.23% | 69 |
|
|
2024
Q2 | $697K | Buy |
7,825
+320
| +4% | +$28.5K | 0.21% | 72 |
|
|
2024
Q1 | $625K | Buy |
7,505
+89
| +1% | +$7.41K | 0.19% | 77 |
|
|
2023
Q4 | $579K | Buy |
7,416
+959
| +15% | +$74.9K | 0.22% | 88 |
|
|
2023
Q3 | $498K | Buy |
6,457
+1,457
| +29% | +$112K | 0.19% | 90 |
|
|
2023
Q2 | $411K | Buy |
5,000
+177
| +4% | +$14.5K | 0.16% | 108 |
|
|
2023
Q1 | $340K | Buy |
4,823
+175
| +4% | +$12.3K | 0.15% | 112 |
|
|
2022
Q4 | $319K | Buy |
4,648
+81
| +2% | +$5.55K | 0.2% | 80 |
|
|
2022
Q3 | $266K | Sell |
4,567
-218
| -5% | -$12.7K | 0.19% | 87 |
|
|
2022
Q2 | $334K | Buy |
4,785
+98
| +2% | +$6.85K | 0.22% | 74 |
|
|
2022
Q1 | $372K | Buy |
+4,687
| New | +$372K | 0.22% | 76 |
|