AssetMark Inc’s Western Alliance Bancorporation WAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.7K	Buy	560 +259	+86%	+$21.6K	﹤0.01%	1827
2025 Q4	$25.3K	Buy	301 +98	+48%	+$7.96K	﹤0.01%	1929
2025 Q3	$17.6K	Buy	203 +40	+25%	+$3.39K	﹤0.01%	1962
2025 Q2	$12.7K	Sell	163 -115	-41%	-$8.26K	﹤0.01%	1906
2025 Q1	$21.4K	Buy	278 +263	+1,753%	+$22.1K	﹤0.01%	1694
2024 Q4	$1.25K	Buy	15 +13	+650%	+$1.14K	﹤0.01%	2202
2024 Q3	$173	Hold	2	–	–	﹤0.01%	2177
2024 Q2	$126	Buy	+2	New	+$121	﹤0.01%	2031
2024 Q1	–	Sell	-3	Closed	-$197	–	2138
2023 Q4	$197	Buy	+3	New	+$151	﹤0.01%	1770
2019 Q1	–	Sell	-47	Closed	-$2K	–	1520
2018 Q4	$2K	Sell	47 -174	-79%	-$8.22K	﹤0.01%	1241
2018 Q3	$13K	Buy	221 +96	+77%	+$5.53K	﹤0.01%	1009
2018 Q2	$7K	Buy	125 +14	+13%	+$839	﹤0.01%	1116
2018 Q1	$6K	Buy	111 +68	+158%	+$4.03K	﹤0.01%	1137
2017 Q4	$2K	Sell	43 -25	-37%	-$1.39K	﹤0.01%	1499
2017 Q3	$4K	Buy	+68	New	+$3.34K	﹤0.01%	1192
2016 Q1	–	Sell	-5	Closed	–	–	1426
2015 Q4	$0	Buy	+5	New	+$180	﹤0.01%	1490