Buckley Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+2,582
| New | +$201K | 0.06% | 106 |
|
|
2025
Q1 | – | Sell |
-2,582
| Closed | -$216K | – | 104 |
|
|
2024
Q4 | $216K | Sell |
2,582
-560
| -18% | -$46.8K | 0.07% | 97 |
|
|
2024
Q3 | $272K | Buy |
+3,142
| New | +$272K | 0.08% | 91 |
|
|
2024
Q2 | – | Sell |
-3,142
| Closed | -$202K | – | 109 |
|
|
2024
Q1 | $202K | Hold |
3,142
| – | – | 0.06% | 104 |
|
|
2023
Q4 | $207K | Buy |
+3,142
| New | +$207K | 0.07% | 100 |
|
|
2022
Q4 | – | Sell |
-3,142
| Closed | -$207K | – | 114 |
|
|
2022
Q3 | $207K | Hold |
3,142
| – | – | 0.08% | 109 |
|
|
2022
Q2 | $222K | Hold |
3,142
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $260K | Hold |
3,142
| – | – | 0.07% | 130 |
|
|
2021
Q4 | $338K | Hold |
3,142
| – | – | 0.1% | 108 |
|
|
2021
Q3 | $342K | Hold |
3,142
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $292K | Hold |
3,142
| – | – | 0.1% | 107 |
|
|
2021
Q1 | $297K | Sell |
3,142
-500
| -14% | -$47.3K | 0.11% | 106 |
|
|
2020
Q4 | $218K | Buy |
+3,642
| New | +$218K | 0.09% | 115 |
|
|
2020
Q3 | – | Sell |
-5,770
| Closed | -$219K | – | 125 |
|
|
2020
Q2 | $219K | Buy |
+5,770
| New | +$219K | 0.1% | 113 |
|
|
2020
Q1 | – | Sell |
-6,212
| Closed | -$354K | – | 141 |
|
|
2019
Q4 | $354K | Hold |
6,212
| – | – | 0.16% | 104 |
|
|
2019
Q3 | $286K | Sell |
6,212
-1,000
| -14% | -$46K | 0.14% | 117 |
|
|
2019
Q2 | $323K | Hold |
7,212
| – | – | 0.15% | 121 |
|
|
2019
Q1 | $296K | Hold |
7,212
| – | – | 0.14% | 122 |
|
|
2018
Q4 | $285K | Hold |
7,212
| – | – | 0.15% | 118 |
|
|
2018
Q3 | $410K | Hold |
7,212
| – | – | 0.18% | 108 |
|
|
2018
Q2 | $408K | Buy |
7,212
+1,942
| +37% | +$110K | 0.19% | 107 |
|
|
2018
Q1 | $306K | Buy |
+5,270
| New | +$306K | 0.15% | 133 |
|