Charles Schwab’s West Bancorporation WTBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $977K | Hold |
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|
2024
Q3 | $858K | Hold |
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|
2024
Q2 | $808K | Buy |
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|
2024
Q1 | $775K | Hold |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $798K | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $871K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $967K | Buy |
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|
2020
Q4 | $737K | Hold |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $629K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $823K | Buy |
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|
2019
Q2 | $797K | Buy |
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|
2019
Q1 | $746K | Sell |
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|
2018
Q4 | $707K | Hold |
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|
2018
Q3 | $870K | Buy |
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|
2018
Q2 | $897K | Hold |
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|
2018
Q1 | $913K | Hold |
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|
2017
Q4 | $897K | Buy |
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|
2017
Q3 | $706K | Hold |
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|
2017
Q2 | $684K | Buy |
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|
2017
Q1 | $600K | Buy |
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|
2016
Q4 | $514K | Hold |
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|
2016
Q3 | $408K | Hold |
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|
2016
Q2 | $387K | Hold |
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|
2016
Q1 | $380K | Hold |
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|
2015
Q4 | $411K | Hold |
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|
2015
Q3 | $390K | Hold |
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|
2015
Q2 | $413K | Hold |
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|
2015
Q1 | $414K | Hold |
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|
2014
Q4 | $355K | Hold |
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|
2014
Q3 | $294K | Hold |
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|
2014
Q2 | $317K | Hold |
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|
2014
Q1 | $316K | Hold |
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|
2013
Q4 | $330K | Hold |
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|
2013
Q3 | $291K | Hold |
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|
2013
Q2 | $250K | Buy |
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