AWAU
Alliance Wealth Advisors (Utah)’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
2,325
-284
| -11% | -$115K | 0.23% | 104 |
|
|
2025
Q1 | $1.09M | Sell |
2,609
-320
| -11% | -$134K | 0.29% | 90 |
|
|
2024
Q4 | $1.42M | Sell |
2,929
-1,471
| -33% | -$713K | 0.37% | 82 |
|
|
2024
Q3 | $2.23M | Sell |
4,400
-88
| -2% | -$44.6K | 0.59% | 60 |
|
|
2024
Q2 | $2.02M | Buy |
4,488
+56
| +1% | +$25.1K | 0.59% | 54 |
|
|
2024
Q1 | $2.11M | Buy |
4,432
+121
| +3% | +$57.7K | 0.63% | 51 |
|
|
2023
Q4 | $1.94M | Sell |
4,311
-10
| -0.2% | -$4.51K | 0.65% | 51 |
|
|
2023
Q3 | $1.48M | Buy |
4,321
+163
| +4% | +$56K | 0.55% | 56 |
|
|
2023
Q2 | $1.46M | Sell |
4,158
-1,052
| -20% | -$369K | 0.54% | 61 |
|
|
2023
Q1 | $1.7M | Buy |
5,210
+202
| +4% | +$65.8K | 0.68% | 49 |
|
|
2022
Q4 | $1.68M | Buy |
+5,008
| New | +$1.68M | 0.76% | 45 |
|