Carson Wealth (CWM LLC)’s Western Alliance Bancorporation WAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Sell |
2,475
-59
| -2% | -$4.6K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $195K | Sell |
2,534
-164
| -6% | -$12.6K | ﹤0.01% | 1937 |
|
|
2024
Q4 | $225K | Sell |
2,698
-56
| -2% | -$4.67K | ﹤0.01% | 1753 |
|
|
2024
Q3 | $238K | Sell |
2,754
-2,636
| -49% | -$228K | ﹤0.01% | 1668 |
|
|
2024
Q2 | $339K | Sell |
5,390
-539
| -9% | -$33.9K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $381K | Buy |
5,929
+128
| +2% | +$8.23K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $382K | Buy |
5,801
+62
| +1% | +$4.08K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $264K | Buy |
5,739
+33
| +0.6% | +$1.52K | ﹤0.01% | 1197 |
|
|
2023
Q2 | $208K | Buy |
5,706
+464
| +9% | +$16.9K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $186K | Buy |
5,242
+899
| +21% | +$31.9K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $259K | Buy |
4,343
+154
| +4% | +$9.18K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $275K | Sell |
4,189
-74
| -2% | -$4.86K | ﹤0.01% | 934 |
|
|
2022
Q2 | $301K | Sell |
4,263
-2,215
| -34% | -$156K | ﹤0.01% | 891 |
|
|
2022
Q1 | $536K | Buy |
6,478
+1,414
| +28% | +$117K | ﹤0.01% | 712 |
|
|
2021
Q4 | $545K | Buy |
+5,064
| New | +$545K | ﹤0.01% | 702 |
|
|
2021
Q2 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2019
Q2 | $393K | Hold |
4,228
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $393K | Buy |
4,228
+481
| +13% | +$44.7K | ﹤0.01% | 719 |
|
|
2018
Q4 | $148K | Hold |
3,747
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $213K | Buy |
3,747
+187
| +5% | +$10.6K | 0.01% | 506 |
|
|
2018
Q2 | $202K | Buy |
3,560
+560
| +19% | +$31.8K | 0.01% | 421 |
|
|
2018
Q1 | $174K | Hold |
3,000
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $170K | Hold |
3,000
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $159K | Buy |
+3,000
| New | +$159K | 0.01% | 353 |
|