Forum Financial Management’s Western Alliance Bancorporation WAL Stock Holding History

Forum Financial Management’s Portfolio WAL Stock Details WAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$401K	Buy
2025 Q2	$282K	Sell
2025 Q1	$278K	Buy
2024 Q4	$301K	Buy
2024 Q3	$256K	Buy
2022 Q3	–	Sell
2022 Q2	$208K	Hold
2022 Q1	$244K	Hold
2021 Q4	$317K	Buy