J.P. Morgan Private Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63,878
| Closed | -$2.27M | – | 1913 |
|
|
2023
Q1 | $2.27M | Sell |
63,878
-3,096
| -5% | -$110K | ﹤0.01% | 832 |
|
|
2022
Q4 | $3.99M | Sell |
66,974
-3,258
| -5% | -$194K | 0.01% | 630 |
|
|
2022
Q3 | $4.62M | Buy |
70,232
+1,689
| +2% | +$111K | 0.01% | 578 |
|
|
2022
Q2 | $4.84M | Sell |
68,543
-130
| -0.2% | -$9.18K | 0.01% | 573 |
|
|
2022
Q1 | $5.69M | Buy |
68,673
+158
| +0.2% | +$13.1K | 0.01% | 579 |
|
|
2021
Q4 | $7.38M | Sell |
68,515
-15,634
| -19% | -$1.68M | 0.02% | 511 |
|
|
2021
Q3 | $9.16M | Sell |
84,149
-1,509
| -2% | -$164K | 0.02% | 442 |
|
|
2021
Q2 | $7.95M | Buy |
85,658
+2,721
| +3% | +$253K | 0.02% | 472 |
|
|
2021
Q1 | $7.83M | Buy |
82,937
+5,909
| +8% | +$558K | 0.03% | 410 |
|
|
2020
Q4 | $4.62M | Buy |
77,028
+12,999
| +20% | +$779K | 0.02% | 504 |
|
|
2020
Q3 | $2.03M | Buy |
64,029
+15,651
| +32% | +$495K | 0.01% | 647 |
|
|
2020
Q2 | $1.83M | Buy |
48,378
+15,876
| +49% | +$601K | 0.01% | 610 |
|
|
2020
Q1 | $995K | Buy |
+32,502
| New | +$995K | 0.01% | 717 |
|
|
2019
Q2 | – | Sell |
-34,848
| Closed | -$1.43M | – | 1462 |
|
|
2019
Q1 | $1.43M | Sell |
34,848
-25
| -0.1% | -$1.03K | 0.01% | 688 |
|
|
2018
Q4 | $1.38M | Buy |
34,873
+106
| +0.3% | +$4.19K | 0.01% | 653 |
|
|
2018
Q3 | $1.98M | Buy |
34,767
+67
| +0.2% | +$3.81K | 0.01% | 632 |
|
|
2018
Q2 | $1.97M | Sell |
34,700
-32,146
| -48% | -$1.82M | 0.01% | 605 |
|
|
2018
Q1 | $3.88M | Buy |
66,846
+32,101
| +92% | +$1.87M | 0.03% | 370 |
|
|
2017
Q4 | $1.97M | Sell |
34,745
-208
| -0.6% | -$11.8K | 0.01% | 480 |
|
|
2017
Q3 | $1.86M | Sell |
34,953
-1,960
| -5% | -$104K | 0.01% | 485 |
|
|
2017
Q2 | $1.82M | Buy |
36,913
+3,833
| +12% | +$189K | 0.01% | 482 |
|
|
2017
Q1 | $1.62M | Sell |
33,080
-1,885
| -5% | -$92.5K | 0.01% | 510 |
|
|
2016
Q4 | $1.7M | Buy |
+34,965
| New | +$1.7M | 0.01% | 472 |
|
|
2016
Q3 | – | Sell |
-34,289
| Closed | -$1.12M | – | 1278 |
|
|
2016
Q2 | $1.12M | Sell |
34,289
-31,636
| -48% | -$1.03M | 0.01% | 570 |
|
|
2016
Q1 | $2.2M | Buy |
65,925
+32,284
| +96% | +$1.08M | 0.02% | 382 |
|
|
2015
Q4 | $1.21M | Hold |
33,641
| – | – | 0.01% | 477 |
|
|
2015
Q3 | $1.03M | Buy |
33,641
+1,357
| +4% | +$41.7K | 0.01% | 464 |
|
|
2015
Q2 | $1.09M | Sell |
32,284
-1,667
| -5% | -$56.3K | 0.01% | 493 |
|
|
2015
Q1 | $1.01M | Sell |
33,951
-349
| -1% | -$10.3K | 0.01% | 522 |
|
|
2014
Q4 | $953K | Hold |
34,300
| – | – | 0.01% | 538 |
|
|
2014
Q3 | $820K | Buy |
+34,300
| New | +$820K | 0.01% | 558 |
|