LWM
Lodestone Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
8,698
+823
| +10% | +$64.2K | 0.33% | 75 |
|
|
2025
Q1 | $605K | Sell |
7,875
-1,688
| -18% | -$130K | 0.32% | 76 |
|
|
2024
Q4 | $799K | Sell |
9,563
-196
| -2% | -$16.4K | 0.4% | 68 |
|
|
2024
Q3 | $844K | Buy |
9,759
+77
| +0.8% | +$6.66K | 0.42% | 65 |
|
|
2024
Q2 | $608K | Buy |
9,682
+47
| +0.5% | +$2.95K | 0.32% | 74 |
|
|
2024
Q1 | $618K | Sell |
9,635
-113
| -1% | -$7.25K | 0.32% | 73 |
|
|
2023
Q4 | $641K | Buy |
+9,748
| New | +$641K | 0.37% | 68 |
|