1WA
180 Wealth Advisors’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
7,538
-101
| -1% | -$20.3K | 0.21% | 109 |
|
|
2025
Q1 | $1.58M | Buy |
7,639
+4,262
| +126% | +$882K | 0.25% | 101 |
|
|
2024
Q4 | $651K | Buy |
3,377
+1,318
| +64% | +$254K | 0.1% | 186 |
|
|
2024
Q3 | $390K | Buy |
2,059
+143
| +7% | +$27.1K | 0.06% | 276 |
|
|
2024
Q2 | $310K | Buy |
1,916
+154
| +9% | +$25K | 0.05% | 309 |
|
|
2024
Q1 | $305K | Buy |
1,762
+355
| +25% | +$61.4K | 0.05% | 294 |
|
|
2023
Q4 | $202K | Buy |
+1,407
| New | +$202K | 0.04% | 354 |
|
|
2023
Q1 | – | Sell |
-1,781
| Closed | -$229K | – | 366 |
|
|
2022
Q4 | $229K | Sell |
1,781
-14,473
| -89% | -$1.86M | 0.05% | 314 |
|
|
2022
Q3 | $2.02M | Sell |
16,254
-271
| -2% | -$33.7K | 0.56% | 49 |
|
|
2022
Q2 | $2.16M | Sell |
16,525
-2,990
| -15% | -$391K | 0.55% | 49 |
|
|
2022
Q1 | $2.77M | Buy |
19,515
+741
| +4% | +$105K | 0.6% | 41 |
|
|
2021
Q4 | $2.24M | Buy |
18,774
+1,753
| +10% | +$209K | 0.5% | 53 |
|
|
2021
Q3 | $2.16M | Sell |
17,021
-553
| -3% | -$70.1K | 0.48% | 57 |
|
|
2021
Q2 | $2.36M | Buy |
17,574
+931
| +6% | +$125K | 0.54% | 43 |
|
|
2021
Q1 | $2.29M | Buy |
16,643
+3,581
| +27% | +$492K | 0.57% | 43 |
|
|
2020
Q4 | $1.44M | Buy |
13,062
+2,266
| +21% | +$250K | 0.42% | 67 |
|
|
2020
Q3 | $983K | Buy |
10,796
+1,331
| +14% | +$121K | 0.37% | 79 |
|
|
2020
Q2 | $868K | Buy |
+9,465
| New | +$868K | 0.34% | 81 |
|
|
2020
Q1 | – | Sell |
-1,794
| Closed | -$205K | – | 224 |
|
|
2019
Q4 | $205K | Buy |
+1,794
| New | +$205K | 0.08% | 246 |
|
|
2018
Q3 | – | Sell |
-5,755
| Closed | -$525K | – | 256 |
|
|
2018
Q2 | $525K | Buy |
5,755
+217
| +4% | +$19.8K | 0.26% | 120 |
|
|
2018
Q1 | $523K | Buy |
+5,538
| New | +$523K | 0.27% | 111 |
|