Legacy Wealth Management (Mississippi)’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 | – | Sell |
-7,000
| Closed | -$538K | – | 103 |
|
|
2025
Q1 | $538K | Sell |
7,000
-2,420
| -26% | -$186K | 0.18% | 64 |
|
|
2024
Q4 | $787K | Hold |
9,420
| – | – | 0.31% | 49 |
|
|
2024
Q3 | $815K | Hold |
9,420
| – | – | 0.3% | 54 |
|
|
2024
Q2 | $592K | Hold |
9,420
| – | – | 0.25% | 55 |
|
|
2024
Q1 | $605K | Hold |
9,420
| – | – | 0.27% | 53 |
|
|
2023
Q4 | $620K | Sell |
9,420
-4,500
| -32% | -$296K | 0.3% | 54 |
|
|
2023
Q3 | $640K | Sell |
13,920
-190
| -1% | -$8.73K | 0.33% | 56 |
|
|
2023
Q2 | $515K | Hold |
14,110
| – | – | 0.26% | 58 |
|
|
2023
Q1 | $501K | Hold |
14,110
| – | – | 0.28% | 57 |
|
|
2022
Q4 | $840K | Sell |
14,110
-13,715
| -49% | -$817K | 0.5% | 45 |
|
|
2022
Q3 | $1.83M | Buy |
27,825
+2,900
| +12% | +$191K | 1.23% | 26 |
|
|
2022
Q2 | $1.76M | Buy |
24,925
+11,075
| +80% | +$782K | 1.07% | 31 |
|
|
2022
Q1 | $1.15M | Hold |
13,850
| – | – | 0.6% | 53 |
|
|
2021
Q4 | $1.49M | Buy |
13,850
+37
| +0.3% | +$3.98K | 0.76% | 39 |
|
|
2021
Q3 | $1.5M | Hold |
13,813
| – | – | 0.8% | 36 |
|
|
2021
Q2 | $1.28M | Buy |
13,813
+123
| +0.9% | +$11.4K | 0.71% | 43 |
|
|
2021
Q1 | $1.29M | Hold |
13,690
| – | – | 0.78% | 40 |
|
|
2020
Q4 | $821K | Sell |
13,690
-50
| -0.4% | -$3K | 0.52% | 52 |
|
|
2020
Q3 | $434K | Buy |
+13,740
| New | +$434K | 0.3% | 70 |
|