Charles Schwab’s West Bancorporation WTBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
44,307
-840
| -2% | -$16.5K | ﹤0.01% | 2941 |
|
|
2025
Q1 | $900K | Buy |
45,147
+20
| +0% | +$399 | ﹤0.01% | 2878 |
|
|
2024
Q4 | $977K | Hold |
45,127
| – | – | ﹤0.01% | 2919 |
|
|
2024
Q3 | $858K | Hold |
45,127
| – | – | ﹤0.01% | 2967 |
|
|
2024
Q2 | $808K | Buy |
45,127
+1,666
| +4% | +$29.8K | ﹤0.01% | 3008 |
|
|
2024
Q1 | $775K | Hold |
43,461
| – | – | ﹤0.01% | 2869 |
|
|
2023
Q4 | $921K | Sell |
43,461
-1,430
| -3% | -$30.3K | ﹤0.01% | 2858 |
|
|
2023
Q3 | $732K | Buy |
44,891
+1,521
| +4% | +$24.8K | ﹤0.01% | 2899 |
|
|
2023
Q2 | $798K | Sell |
43,370
-282
| -0.6% | -$5.19K | ﹤0.01% | 2842 |
|
|
2023
Q1 | $798K | Buy |
43,652
+1,086
| +3% | +$19.8K | ﹤0.01% | 2817 |
|
|
2022
Q4 | $1.09M | Buy |
42,566
+749
| +2% | +$19.1K | ﹤0.01% | 2748 |
|
|
2022
Q3 | $871K | Sell |
41,817
-93
| -0.2% | -$1.94K | ﹤0.01% | 2829 |
|
|
2022
Q2 | $1.02M | Sell |
41,910
-544
| -1% | -$13.3K | ﹤0.01% | 2791 |
|
|
2022
Q1 | $1.16M | Buy |
42,454
+1,038
| +3% | +$28.3K | ﹤0.01% | 2796 |
|
|
2021
Q4 | $1.29M | Buy |
41,416
+1,056
| +3% | +$32.8K | ﹤0.01% | 2819 |
|
|
2021
Q3 | $1.21M | Buy |
40,360
+62
| +0.2% | +$1.86K | ﹤0.01% | 2804 |
|
|
2021
Q2 | $1.12M | Buy |
40,298
+163
| +0.4% | +$4.53K | ﹤0.01% | 2889 |
|
|
2021
Q1 | $967K | Buy |
40,135
+1,951
| +5% | +$47K | ﹤0.01% | 2871 |
|
|
2020
Q4 | $737K | Hold |
38,184
| – | – | ﹤0.01% | 2867 |
|
|
2020
Q3 | $605K | Sell |
38,184
-1,353
| -3% | -$21.4K | ﹤0.01% | 2824 |
|
|
2020
Q2 | $692K | Buy |
39,537
+1,127
| +3% | +$19.7K | ﹤0.01% | 2732 |
|
|
2020
Q1 | $629K | Sell |
38,410
-1,171
| -3% | -$19.2K | ﹤0.01% | 2634 |
|
|
2019
Q4 | $1.02M | Buy |
39,581
+1,765
| +5% | +$45.3K | ﹤0.01% | 2590 |
|
|
2019
Q3 | $823K | Buy |
37,816
+290
| +0.8% | +$6.31K | ﹤0.01% | 2627 |
|
|
2019
Q2 | $797K | Buy |
37,526
+1,486
| +4% | +$31.6K | ﹤0.01% | 2650 |
|
|
2019
Q1 | $746K | Sell |
36,040
-950
| -3% | -$19.7K | ﹤0.01% | 2638 |
|
|
2018
Q4 | $707K | Hold |
36,990
| – | – | ﹤0.01% | 2645 |
|
|
2018
Q3 | $870K | Buy |
36,990
+1,350
| +4% | +$31.8K | ﹤0.01% | 2662 |
|
|
2018
Q2 | $897K | Hold |
35,640
| – | – | ﹤0.01% | 2612 |
|
|
2018
Q1 | $913K | Hold |
35,640
| – | – | ﹤0.01% | 2545 |
|
|
2017
Q4 | $897K | Buy |
35,640
+6,740
| +23% | +$170K | ﹤0.01% | 2540 |
|
|
2017
Q3 | $706K | Hold |
28,900
| – | – | ﹤0.01% | 2616 |
|
|
2017
Q2 | $684K | Buy |
28,900
+2,797
| +11% | +$66.2K | ﹤0.01% | 2588 |
|
|
2017
Q1 | $600K | Buy |
26,103
+5,303
| +25% | +$122K | ﹤0.01% | 2582 |
|
|
2016
Q4 | $514K | Hold |
20,800
| – | – | ﹤0.01% | 2638 |
|
|
2016
Q3 | $408K | Hold |
20,800
| – | – | ﹤0.01% | 2688 |
|
|
2016
Q2 | $387K | Hold |
20,800
| – | – | ﹤0.01% | 2686 |
|
|
2016
Q1 | $380K | Hold |
20,800
| – | – | ﹤0.01% | 2688 |
|
|
2015
Q4 | $411K | Hold |
20,800
| – | – | ﹤0.01% | 2733 |
|
|
2015
Q3 | $390K | Hold |
20,800
| – | – | ﹤0.01% | 2726 |
|
|
2015
Q2 | $413K | Hold |
20,800
| – | – | ﹤0.01% | 2750 |
|
|
2015
Q1 | $414K | Hold |
20,800
| – | – | ﹤0.01% | 2696 |
|
|
2014
Q4 | $355K | Hold |
20,800
| – | – | ﹤0.01% | 2772 |
|
|
2014
Q3 | $294K | Hold |
20,800
| – | – | ﹤0.01% | 2804 |
|
|
2014
Q2 | $317K | Hold |
20,800
| – | – | ﹤0.01% | 2833 |
|
|
2014
Q1 | $316K | Hold |
20,800
| – | – | ﹤0.01% | 2778 |
|
|
2013
Q4 | $330K | Hold |
20,800
| – | – | ﹤0.01% | 2759 |
|
|
2013
Q3 | $291K | Hold |
20,800
| – | – | ﹤0.01% | 2761 |
|
|
2013
Q2 | $250K | Buy |
+20,800
| New | +$250K | ﹤0.01% | 2801 |
|