Creative Planning’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 | $2.2M | Buy |
31,001
+12,211
| +65% | +$1.02M | ﹤0.01% | 1820 |
|
|
2025
Q4 | $1.58M | Buy |
18,790
+7,884
| +72% | +$640K | ﹤0.01% | 1912 |
|
|
2025
Q3 | $946K | Buy |
10,906
+2,176
| +25% | +$184K | ﹤0.01% | 2160 |
|
|
2025
Q2 | $681K | Buy |
8,730
+1,455
| +20% | +$105K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $559K | Sell |
7,275
-214
| -3% | -$18K | ﹤0.01% | 2186 |
|
|
2024
Q4 | $626K | Buy |
7,489
+646
| +9% | +$56.8K | ﹤0.01% | 2029 |
|
|
2024
Q3 | $592K | Buy |
6,843
+1,087
| +19% | +$83.7K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $362K | Buy |
5,756
+330
| +6% | +$20K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $348K | Buy |
5,426
+31
| +0.6% | +$1.9K | ﹤0.01% | 2123 |
|
|
2023
Q4 | $355K | Sell |
5,395
-887
| -14% | -$44.7K | ﹤0.01% | 1969 |
|
|
2023
Q3 | $289K | Sell |
6,282
-27,428
| -81% | -$1.3M | ﹤0.01% | 1970 |
|
|
2023
Q2 | $1.23M | Sell |
33,710
-4,389
| -12% | -$152K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $1.35M | Buy |
38,099
+1,773
| +5% | +$109K | ﹤0.01% | 934 |
|
|
2022
Q4 | $2.16M | Buy |
36,326
+2,128
| +6% | +$138K | ﹤0.01% | 725 |
|
|
2022
Q3 | $2.25M | Sell |
34,198
-104
| -0.3% | -$7.88K | ﹤0.01% | 668 |
|
|
2022
Q2 | $2.42M | Buy |
34,302
+528
| +2% | +$40.4K | ﹤0.01% | 655 |
|
|
2022
Q1 | $2.8M | Buy |
33,774
+274
| +0.8% | +$26.8K | ﹤0.01% | 621 |
|
|
2021
Q4 | $3.61M | Buy |
33,500
+598
| +2% | +$67.3K | 0.01% | 509 |
|
|
2021
Q3 | $3.58M | Sell |
32,902
-8
| -0% | -$779 | 0.01% | 508 |
|
|
2021
Q2 | $3.06M | Sell |
32,910
-1,991
| -6% | -$197K | 0.01% | 537 |
|
|
2021
Q1 | $3.3M | Sell |
34,901
-5,275
| -13% | -$437K | 0.01% | 530 |
|
|
2020
Q4 | $2.41M | Hold |
40,176
| – | – | 0.01% | 598 |
|
|
2020
Q3 | $1.27M | Buy |
40,176
+3,754
| +10% | +$134K | ﹤0.01% | 717 |
|
|
2020
Q2 | $1.38M | Buy |
36,422
+2,572
| +8% | +$90K | ﹤0.01% | 632 |
|
|
2020
Q1 | $1.04M | Buy |
33,850
+842
| +3% | +$40.3K | ﹤0.01% | 632 |
|
|
2019
Q4 | $1.88M | Buy |
33,008
+283
| +0.9% | +$14.5K | 0.01% | 535 |
|
|
2019
Q3 | $1.51M | Sell |
32,725
-224
| -0.7% | -$10.1K | ﹤0.01% | 586 |
|
|
2019
Q2 | $1.47M | Buy |
32,949
+529
| +2% | +$23.6K | 0.01% | 601 |
|
|
2019
Q1 | $1.33M | Sell |
32,420
-1
| -0% | -$44 | ﹤0.01% | 619 |
|
|
2018
Q4 | $1.28M | Sell |
32,421
-58
| -0.2% | -$2.74K | 0.01% | 569 |
|
|
2018
Q3 | $1.85M | Sell |
32,479
-3,583
| -10% | -$206K | 0.01% | 500 |
|
|
2018
Q2 | $2.04M | Sell |
36,062
-131
| -0.4% | -$7.85K | 0.01% | 467 |
|
|
2018
Q1 | $2.1M | Buy |
36,193
+1,659
| +5% | +$98.2K | 0.01% | 452 |
|
|
2017
Q4 | $1.96M | Sell |
34,534
-5,159
| -13% | -$287K | 0.01% | 466 |
|
|
2017
Q3 | $2.11M | Buy |
39,693
+3
| +0% | +$147 | 0.01% | 440 |
|
|
2017
Q2 | $1.95M | Sell |
39,690
-6,216
| -14% | -$296K | 0.01% | 444 |
|
|
2017
Q1 | $2.25M | Buy |
45,906
+5,706
| +14% | +$286K | 0.01% | 385 |
|
|
2016
Q4 | $1.96M | Sell |
40,200
-7,197
| -15% | -$310K | 0.01% | 413 |
|
|
2016
Q3 | $1.78M | Buy |
47,397
+47,372
| +189,488% | +$1.68M | 0.01% | 410 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 4225 |
|
|
2016
Q1 | $1K | Sell |
25
-523
| -95% | -$16.4K | ﹤0.01% | 4186 |
|
|
2015
Q4 | $20K | Buy |
548
+148
| +37% | +$5.34K | ﹤0.01% | 2858 |
|
|
2015
Q3 | $12K | Buy |
+400
| New | +$12.9K | ﹤0.01% | 3093 |
|
|
2015
Q2 | – | Sell |
-738
| Closed | -$22K | – | 3006 |
|
|
2015
Q1 | $22K | Buy |
738
+138
| +23% | +$3.85K | ﹤0.01% | 2649 |
|
|
2014
Q4 | $17K | Buy |
600
+400
| +200% | +$10.3K | ﹤0.01% | 2781 |
|
|
2014
Q3 | $5K | Buy |
+200
| New | +$4.73K | ﹤0.01% | 3318 |
|
Other funds holding WAL
VPM
VCM
DAM
