Global Retirement Partners’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 | $25K | Buy |
+516
| New | +$25K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $27.1K | Sell |
516
-64
| -11% | -$3.36K | ﹤0.01% | 1925 |
|
|
2024
Q3 | $28.7K | Hold |
580
| – | – | ﹤0.01% | 1817 |
|
|
2024
Q2 | $28.1K | Hold |
580
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q1 | $28.4K | Hold |
580
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q4 | $30.9K | Buy |
+580
| New | +$30.9K | ﹤0.01% | 1553 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$295 | – | 3349 |
|
|
2022
Q4 | $295 | Hold |
5
| – | – | ﹤0.01% | 2876 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 3011 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2906 |
|