AE Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,296
| Closed | -$275K | – | 2286 |
|
|
2024
Q4 | $275K | Buy |
+3,296
| New | +$275K | ﹤0.01% | 1137 |
|
|
2024
Q3 | – | Sell |
-43,309
| Closed | -$2.72M | – | 1330 |
|
|
2024
Q2 | $2.72M | Sell |
43,309
-298
| -0.7% | -$18.7K | 0.03% | 451 |
|
|
2024
Q1 | $2.8M | Buy |
43,607
+3,085
| +8% | +$198K | 0.03% | 415 |
|
|
2023
Q4 | $2.73M | Buy |
40,522
+14,997
| +59% | +$1.01M | 0.01% | 799 |
|
|
2023
Q3 | $1.17M | Buy |
+25,525
| New | +$1.17M | 0.01% | 1034 |
|
|
2019
Q3 | – | Sell |
-10,186
| Closed | -$456K | – | 1061 |
|
|
2019
Q2 | $456K | Buy |
10,186
+966
| +10% | +$43.2K | 0.01% | 613 |
|
|
2019
Q1 | $378K | Buy |
9,220
+58
| +0.6% | +$2.38K | 0.03% | 408 |
|
|
2018
Q4 | $362K | Sell |
9,162
-124
| -1% | -$4.9K | 0.06% | 305 |
|
|
2018
Q3 | $528K | Buy |
+9,286
| New | +$528K | 0.03% | 306 |
|