WR Wealth Planners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $890K | Buy |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $746K | Buy |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $452K | Hold |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $500K | Buy |
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