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Baldwin Wealth Partners’s Westamerica Bancorp WABC Stock Holding History

Baldwin Wealth Partners’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-225
Closed -$11.1K – 1021
2024
Q3 		$11.1K Buy
+225
New +$11.4K ﹤0.01% 779

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Baldwin Wealth Partners's WABC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Westamerica Bancorp (WABC) in Q4 2024, closing a stake of 225 shares — an estimated $11.1K sold.

Baldwin Wealth Partners first reported a position in WABC in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 208 funds tracked by Wall St. Rank hold WABC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Westamerica Bancorp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 225 Westamerica Bancorp shares in Q4 2024, an estimated $11.1K.
  • Baldwin Wealth Partners first reported a position in Westamerica Bancorp in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Westamerica Bancorp position peaked at $11.1K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.