AWAU
Alliance Wealth Advisors (Utah)’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,275
+219
| +21% | +$98K | 0.14% | 148 |
|
|
2025
Q1 | $480K | Sell |
1,056
-868
| -45% | -$395K | 0.13% | 161 |
|
|
2024
Q4 | $924K | Buy |
1,924
+228
| +13% | +$110K | 0.24% | 102 |
|
|
2024
Q3 | $780K | Buy |
1,696
+142
| +9% | +$65.3K | 0.21% | 117 |
|
|
2024
Q2 | $634K | Sell |
1,554
-1
| -0.1% | -$408 | 0.19% | 122 |
|
|
2024
Q1 | $707K | Sell |
1,555
-34
| -2% | -$15.4K | 0.21% | 109 |
|
|
2023
Q4 | $758K | Buy |
1,589
+54
| +4% | +$25.8K | 0.25% | 94 |
|
|
2023
Q3 | $671K | Buy |
1,535
+1
| +0.1% | +$437 | 0.25% | 91 |
|
|
2023
Q2 | $615K | Buy |
1,534
+782
| +104% | +$313K | 0.23% | 103 |
|
|
2023
Q1 | $312K | Buy |
752
+18
| +2% | +$7.47K | 0.13% | 169 |
|
|
2022
Q4 | $294K | Buy |
+734
| New | +$294K | 0.13% | 165 |
|