Alliance Wealth Advisors (Utah)’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
15,827
+355
| +2% | +$15.5K | 0.17% | 129 |
|
|
2025
Q1 | $709K | Buy |
15,472
+412
| +3% | +$18.9K | 0.19% | 122 |
|
|
2024
Q4 | $879K | Buy |
15,060
+987
| +7% | +$57.6K | 0.23% | 109 |
|
|
2024
Q3 | $840K | Buy |
14,073
+912
| +7% | +$54.4K | 0.22% | 112 |
|
|
2024
Q2 | $694K | Buy |
13,161
+1,097
| +9% | +$57.9K | 0.2% | 113 |
|
|
2024
Q1 | $604K | Buy |
12,064
+1,716
| +17% | +$86K | 0.18% | 120 |
|
|
2023
Q4 | $470K | Buy |
10,348
+617
| +6% | +$28K | 0.16% | 137 |
|
|
2023
Q3 | $489K | Buy |
9,731
+782
| +9% | +$39.3K | 0.18% | 119 |
|
|
2023
Q2 | $379K | Buy |
8,949
+1,121
| +14% | +$47.4K | 0.14% | 152 |
|
|
2023
Q1 | $323K | Buy |
7,828
+822
| +12% | +$33.9K | 0.13% | 164 |
|
|
2022
Q4 | $352K | Buy |
+7,006
| New | +$352K | 0.16% | 140 |
|