Alliance Wealth Advisors (Utah)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $246K | Sell |
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|
2025
Q3 | $416K | Buy |
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|
2025
Q2 | $570K | Buy |
|
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|
2025
Q1 | $480K | Sell |
|
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|
2024
Q4 | $924K | Buy |
|
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|
2024
Q3 | $780K | Buy |
|
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $758K | Buy |
|
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $294K | Buy |
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