Beacon Financial Group’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,990
| Closed | -$262K | – | 346 |
|
|
2024
Q4 | $262K | Hold |
4,990
| – | – | 0.03% | 300 |
|
|
2024
Q3 | $247K | Sell |
4,990
-773
| -13% | -$38.2K | 0.03% | 297 |
|
|
2024
Q2 | $280K | Sell |
5,763
-614
| -10% | -$29.8K | 0.03% | 277 |
|
|
2024
Q1 | $312K | Sell |
6,377
-658
| -9% | -$32.2K | 0.04% | 265 |
|
|
2023
Q4 | $397K | Buy |
+7,035
| New | +$397K | 0.05% | 234 |
|
|
2023
Q3 | – | Sell |
-7,514
| Closed | -$293K | – | 242 |
|
|
2023
Q2 | $293K | Buy |
+7,514
| New | +$293K | 0.04% | 209 |
|