Geneos Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.34K | Sell |
107
-54
| -34% | -$4.21K | ﹤0.01% | 2390 |
|
2025
Q1 | $12.4K | Buy |
161
+61
| +61% | +$4.69K | ﹤0.01% | 2503 |
|
2024
Q4 | $8.35K | Buy |
100
+74
| +285% | +$6.18K | ﹤0.01% | 2117 |
|
2024
Q3 | $2.25K | Buy |
+26
| New | +$2.25K | ﹤0.01% | 2271 |
|
2023
Q4 | – | Sell |
-2,800
| Closed | -$129K | – | 2182 |
|
2023
Q3 | $129K | Hold |
2,800
| – | – | 0.01% | 801 |
|
2023
Q2 | $102K | Buy |
+2,800
| New | +$102K | 0.01% | 870 |
|
2019
Q1 | – | Sell |
-200
| Closed | -$7K | – | 2469 |
|
2018
Q4 | $7K | Sell |
200
-300
| -60% | -$10.5K | ﹤0.01% | 1904 |
|
2018
Q3 | $28K | Sell |
500
-815
| -62% | -$45.6K | ﹤0.01% | 1440 |
|
2018
Q2 | $74K | Hold |
1,315
| – | – | 0.01% | 890 |
|
2018
Q1 | $76K | Sell |
1,315
-8
| -0.6% | -$462 | 0.01% | 847 |
|
2017
Q4 | $74K | Hold |
1,323
| – | – | 0.01% | 855 |
|
2017
Q3 | $70K | Buy |
1,323
+90
| +7% | +$4.76K | 0.01% | 830 |
|
2017
Q2 | $60K | Buy |
1,233
+901
| +271% | +$43.8K | 0.01% | 862 |
|
2017
Q1 | $16K | Buy |
332
+200
| +152% | +$9.64K | ﹤0.01% | 1329 |
|
2016
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 1603 |
|
2016
Q3 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 1653 |
|