Financial Advocates Investment Management’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
8,893
+7
| +0.1% | +$339 | 0.04% | 394 |
|
|
2025
Q1 | $450K | Buy |
8,886
+6
| +0.1% | +$304 | 0.03% | 447 |
|
|
2024
Q4 | $466K | Buy |
8,880
+41
| +0.5% | +$2.15K | 0.03% | 470 |
|
|
2024
Q3 | $437K | Sell |
8,839
-2,251
| -20% | -$111K | 0.02% | 496 |
|
|
2024
Q2 | $538K | Buy |
11,090
+57
| +0.5% | +$2.77K | 0.03% | 418 |
|
|
2024
Q1 | $539K | Sell |
11,033
-2,751
| -20% | -$134K | 0.03% | 437 |
|
|
2023
Q4 | $778K | Buy |
13,784
+81
| +0.6% | +$4.57K | 0.05% | 336 |
|
|
2023
Q3 | $593K | Buy |
13,703
+88
| +0.6% | +$3.81K | 0.04% | 370 |
|
|
2023
Q2 | $521K | Buy |
13,615
+94
| +0.7% | +$3.6K | 0.04% | 388 |
|
|
2023
Q1 | $599K | Buy |
13,521
+67
| +0.5% | +$2.97K | 0.04% | 381 |
|
|
2022
Q4 | $794K | Buy |
13,454
+60
| +0.4% | +$3.54K | 0.06% | 333 |
|
|
2022
Q3 | $700K | Buy |
13,394
+61
| +0.5% | +$3.19K | 0.06% | 324 |
|
|
2022
Q2 | $742K | Buy |
13,333
+64
| +0.5% | +$3.56K | 0.06% | 316 |
|
|
2022
Q1 | $803K | Sell |
13,269
-639
| -5% | -$38.7K | 0.05% | 344 |
|
|
2021
Q4 | $803K | Buy |
13,908
+64
| +0.5% | +$3.7K | 0.05% | 375 |
|
|
2021
Q3 | $779K | Buy |
13,844
+1
| +0% | +$56 | 0.05% | 373 |
|
|
2021
Q2 | $803K | Sell |
13,843
-1,528
| -10% | -$88.6K | 0.05% | 355 |
|
|
2021
Q1 | $965K | Sell |
15,371
-4,025
| -21% | -$253K | 0.07% | 312 |
|
|
2020
Q4 | $1.07M | Buy |
19,396
+12,704
| +190% | +$702K | 0.07% | 289 |
|
|
2020
Q3 | $364K | Hold |
6,692
| – | – | 0.03% | 428 |
|
|
2020
Q2 | $384K | Sell |
6,692
-1,009
| -13% | -$57.9K | 0.04% | 394 |
|
|
2020
Q1 | $453K | Buy |
7,701
+2,021
| +36% | +$119K | 0.06% | 287 |
|
|
2019
Q4 | $385K | Hold |
5,680
| – | – | 0.04% | 358 |
|
|
2019
Q3 | $353K | Buy |
5,680
+1
| +0% | +$62 | 0.04% | 353 |
|
|
2019
Q2 | $350K | Sell |
5,679
-730
| -11% | -$45K | 0.04% | 347 |
|
|
2019
Q1 | $396K | Buy |
6,409
+232
| +4% | +$14.3K | 0.05% | 310 |
|
|
2018
Q4 | $344K | Hold |
6,177
| – | – | 0.05% | 310 |
|
|
2018
Q3 | $372K | Buy |
6,177
+1
| +0% | +$60 | 0.04% | 338 |
|
|
2018
Q2 | $355K | Sell |
6,176
-1,699
| -22% | -$97.7K | 0.04% | 334 |
|
|
2018
Q1 | $457K | Hold |
7,875
| – | – | 0.06% | 271 |
|
|
2017
Q4 | $469K | Buy |
+7,875
| New | +$469K | 0.06% | 266 |
|