Total shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Total
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All positions including Total held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Total by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 30k | 59.69 |
| 2025-06-30 | $1.7M | 27k | 61.39 |
| 2025-03-31 | $1.8M | 27k | 64.69 |
| 2024-12-31 | $1.4M | 25k | 54.50 |
| 2024-09-30 | $1.4M | 21k | 64.62 |
| 2024-06-30 | $1.4M | 21k | 66.68 |
| 2024-03-31 | $1.7M | 25k | 68.83 |
| 2023-12-31 | $1.9M | 29k | 67.38 |
| 2023-09-30 | $1.8M | 28k | 65.76 |
| 2023-06-30 | $1.5M | 26k | 57.64 |
| 2023-03-31 | $1.5M | 25k | 59.05 |
| 2022-12-31 | $1.5M | 25k | 62.08 |
| 2022-09-30 | $975k | 21k | 46.50 |
| 2022-06-30 | $1.2M | 23k | 52.64 |
| 2022-03-31 | $748k | 15k | 50.55 |
| 2021-12-31 | $464k | 9.4k | 49.44 |