EP Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
22,412
+14,177
| +172% | +$1.11M | 0.01% | 443 |
|
|
2025
Q1 | $633K | Buy |
8,235
+3,465
| +73% | +$266K | 0.01% | 620 |
|
|
2024
Q4 | $399K | Buy |
4,770
+615
| +15% | +$51.4K | ﹤0.01% | 762 |
|
|
2024
Q3 | $359K | Buy |
+4,155
| New | +$359K | ﹤0.01% | 797 |
|
|
2023
Q1 | – | Sell |
-4,339
| Closed | -$258K | – | 715 |
|
|
2022
Q4 | $258K | Buy |
+4,339
| New | +$258K | ﹤0.01% | 496 |
|
|
2022
Q3 | – | Sell |
-4,470
| Closed | -$316K | – | 648 |
|
|
2022
Q2 | $316K | Sell |
4,470
-45
| -1% | -$3.18K | 0.01% | 469 |
|
|
2022
Q1 | $374K | Sell |
4,515
-42
| -0.9% | -$3.48K | 0.01% | 443 |
|
|
2021
Q4 | $491K | Buy |
4,557
+40
| +0.9% | +$4.31K | 0.01% | 359 |
|
|
2021
Q3 | $492K | Hold |
4,517
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $419K | Sell |
4,517
-5
| -0.1% | -$464 | 0.01% | 372 |
|
|
2021
Q1 | $427K | Buy |
4,522
+29
| +0.6% | +$2.74K | 0.01% | 352 |
|
|
2020
Q4 | $269K | Sell |
4,493
-2,648
| -37% | -$159K | 0.01% | 361 |
|
|
2020
Q3 | $226K | Buy |
7,141
+133
| +2% | +$4.21K | 0.01% | 327 |
|
|
2020
Q2 | $265K | Sell |
7,008
-49
| -0.7% | -$1.85K | 0.01% | 328 |
|
|
2020
Q1 | $216K | Sell |
7,057
-860
| -11% | -$26.3K | 0.01% | 342 |
|
|
2019
Q4 | $451K | Sell |
7,917
-4,829
| -38% | -$275K | 0.02% | 283 |
|
|
2019
Q3 | $587K | Buy |
12,746
+7,360
| +137% | +$339K | 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% | +$1.46K | 0.02% | 245 |
|
|
2018
Q3 | $299K | Buy |
+5,251
| New | +$299K | 0.02% | 223 |
|