Advisor Partners’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-61,729
| Closed | -$870K | – | 919 |
|
2022
Q1 | $870K | Sell |
61,729
-7,156
| -10% | -$101K | 0.05% | 342 |
|
2021
Q4 | $1.06M | Sell |
68,885
-2,016
| -3% | -$31.1K | 0.06% | 289 |
|
2021
Q3 | $1.31M | Sell |
70,901
-238
| -0.3% | -$4.41K | 0.09% | 215 |
|
2021
Q2 | $1.37M | Buy |
71,139
+2,317
| +3% | +$44.8K | 0.09% | 219 |
|
2021
Q1 | $1.28M | Sell |
68,822
-3,334
| -5% | -$61.9K | 0.09% | 218 |
|
2020
Q4 | $1.08M | Buy |
72,156
+6,563
| +10% | +$97.8K | 0.08% | 237 |
|
2020
Q3 | $790K | Buy |
65,593
+781
| +1% | +$9.41K | 0.07% | 269 |
|
2020
Q2 | $811K | Buy |
64,812
+6,682
| +11% | +$83.6K | 0.08% | 234 |
|
2020
Q1 | $595K | Buy |
58,130
+30,882
| +113% | +$316K | 0.07% | 250 |
|
2019
Q4 | $465K | Sell |
27,248
-4,888
| -15% | -$83.4K | 0.05% | 362 |
|
2019
Q3 | $642K | Buy |
32,136
+6,859
| +27% | +$137K | 0.08% | 270 |
|
2019
Q2 | $504K | Buy |
25,277
+2,202
| +10% | +$43.9K | 0.06% | 309 |
|
2019
Q1 | $427K | Buy |
23,075
+318
| +1% | +$5.89K | 0.05% | 336 |
|
2018
Q4 | $398K | Buy |
22,757
+1,978
| +10% | +$34.6K | 0.06% | 335 |
|
2018
Q3 | $416K | Buy |
20,779
+3,344
| +19% | +$66.9K | 0.06% | 351 |
|
2018
Q2 | $378K | Buy |
17,435
+3,454
| +25% | +$74.9K | 0.06% | 354 |
|
2018
Q1 | $310K | Buy |
13,981
+5,601
| +67% | +$124K | 0.06% | 380 |
|
2017
Q4 | $209K | Buy |
+8,380
| New | +$209K | 0.04% | 531 |
|
2016
Q1 | – | Sell |
-12,563
| Closed | -$304K | – | 434 |
|
2015
Q4 | $304K | Buy |
12,563
+1,403
| +13% | +$34K | 0.1% | 203 |
|
2015
Q3 | $235K | Sell |
11,160
-749
| -6% | -$15.8K | 0.1% | 253 |
|
2015
Q2 | $298K | Buy |
11,909
+1,229
| +12% | +$30.8K | 0.11% | 224 |
|
2015
Q1 | $319K | Buy |
10,680
+36
| +0.3% | +$1.08K | 0.14% | 206 |
|
2014
Q4 | $322K | Sell |
10,644
-597
| -5% | -$18.1K | 0.14% | 191 |
|
2014
Q3 | $316K | Buy |
11,241
+12
| +0.1% | +$337 | 0.18% | 154 |
|
2014
Q2 | $361K | Buy |
11,229
+230
| +2% | +$7.39K | 0.18% | 163 |
|
2014
Q1 | $353K | Buy |
10,999
+265
| +2% | +$8.51K | 0.19% | 163 |
|
2013
Q4 | $312K | Buy |
10,734
+218
| +2% | +$6.34K | 0.18% | 168 |
|
2013
Q3 | $323K | Buy |
10,516
+576
| +6% | +$17.7K | 0.23% | 138 |
|
2013
Q2 | $262K | Buy |
+9,940
| New | +$262K | 0.21% | 148 |
|