EP Wealth Advisors’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	$820K	Sell	11,581 -1,053	-8%	-$87.8K	﹤0.01%	710
2025 Q4	$1.06M	Buy	+12,634	New	+$1.03M	0.01%	604
2025 Q2	$1.75M	Buy	22,412 +14,177	+172%	+$1.02M	0.01%	443
2025 Q1	$633K	Buy	8,235 +3,465	+73%	+$291K	0.01%	620
2024 Q4	$399K	Buy	4,770 +615	+15%	+$54.1K	﹤0.01%	762
2024 Q3	$359K	Buy	+4,155	New	+$320K	﹤0.01%	797
2023 Q1	–	Sell	-4,339	Closed	-$258K	–	715
2022 Q4	$258K	Buy	+4,339	New	+$281K	﹤0.01%	496
2022 Q3	–	Sell	-4,470	Closed	-$316K	–	648
2022 Q2	$316K	Sell	4,470 -45	-1%	-$3.44K	0.01%	469
2022 Q1	$374K	Sell	4,515 -42	-0.9%	-$4.11K	0.01%	443
2021 Q4	$491K	Buy	4,557 +40	+0.9%	+$4.5K	0.01%	359
2021 Q3	$492K	Hold	4,517	–	–	0.01%	333
2021 Q2	$419K	Sell	4,517 -5	-0.1%	-$496	0.01%	372
2021 Q1	$427K	Buy	4,522 +29	+0.6%	+$2.4K	0.01%	352
2020 Q4	$269K	Sell	4,493 -2,648	-37%	-$129K	0.01%	361
2020 Q3	$226K	Buy	7,141 +133	+2%	+$4.73K	0.01%	327
2020 Q2	$265K	Sell	7,008 -49	-0.7%	-$1.71K	0.01%	328
2020 Q1	$216K	Sell	7,057 -860	-11%	-$41.1K	0.01%	342
2019 Q4	$451K	Sell	7,917 -4,829	-38%	-$247K	0.02%	283
2019 Q3	$587K	Buy	12,746 +7,360	+137%	+$332K	0.03%	214
2019 Q2	$241K	Buy	+5,386	New	+$241K	0.02%	269
2019 Q1	–	Sell	-5,288	Closed	-$209K	–	286
2018 Q4	$209K	Buy	5,288 +37	+0.7%	+$1.75K	0.02%	245
2018 Q3	$299K	Buy	+5,251	New	+$302K	0.02%	223