Golden State Wealth 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 | $60.3K | Hold |
1,245
| – | – | 0.01% | 606 |
|
2025
Q1 | $63K | Hold |
1,245
| – | – | 0.01% | 541 |
|
2024
Q4 | $65.3K | Buy |
+1,245
| New | +$65.3K | 0.01% | 527 |
|
2021
Q1 | – | Sell |
-5,266
| Closed | -$291K | – | 243 |
|
2020
Q4 | $291K | Hold |
5,266
| – | – | 0.08% | 181 |
|
2020
Q3 | $286K | Hold |
5,266
| – | – | 0.1% | 149 |
|
2020
Q2 | $302K | Sell |
5,266
-23
| -0.4% | -$1.32K | 0.1% | 137 |
|
2020
Q1 | $311K | Buy |
+5,289
| New | +$311K | 0.14% | 112 |
|
2019
Q4 | – | Sell |
-5,666
| Closed | -$352K | – | 933 |
|
2019
Q3 | $352K | Sell |
5,666
-700
| -11% | -$43.5K | 0.12% | 144 |
|
2019
Q2 | $392K | Hold |
6,366
| – | – | 0.12% | 142 |
|
2019
Q1 | $393K | Buy |
+6,366
| New | +$393K | 0.13% | 139 |
|