Davis Asset Management’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $42.9M | Hold |
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|
2021
Q2 | $42.9M | Hold |
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|
2021
Q1 | $41.6M | Hold |
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|
2020
Q4 | $27.6M | Buy |
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|
2020
Q3 | $19.6M | Buy |
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|
2020
Q2 | $20M | Buy |
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|
2020
Q1 | $15.5M | Buy |
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|
2019
Q4 | $22.6M | Hold |
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|
2019
Q3 | $21.2M | Hold |
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|
2019
Q2 | $22.1M | Hold |
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|
2019
Q1 | $19.8M | Hold |
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|
2018
Q4 | $22.6M | Hold |
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|
2018
Q3 | $25.5M | Hold |
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|
2018
Q2 | $26.8M | Buy |
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|
2018
Q1 | $23.9M | Buy |
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|
2017
Q4 | $16.3M | Buy |
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|
2017
Q3 | $13.3M | Buy |
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|
2017
Q2 | $6.53M | Buy |
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|
2017
Q1 | $981K | Buy |
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