IFP Advisors’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 | $7.46K | Buy |
+154
| New | +$7.46K | ﹤0.01% | 3095 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$262 | – | 4716 |
|
|
2024
Q4 | $262 | Buy |
5
+3
| +150% | +$157 | ﹤0.01% | 3614 |
|
|
2024
Q3 | $97 | Sell |
2
-433
| -100% | -$21K | ﹤0.01% | 3238 |
|
|
2024
Q2 | $21.1K | Buy |
435
+4
| +0.9% | +$194 | ﹤0.01% | 2056 |
|
|
2024
Q1 | $21.1K | Buy |
+431
| New | +$21.1K | ﹤0.01% | 1942 |
|
|
2023
Q1 | – | Sell |
-161
| Closed | -$22K | – | 4437 |
|
|
2022
Q4 | $22K | Buy |
161
+110
| +216% | +$15K | ﹤0.01% | 2821 |
|
|
2022
Q3 | $16K | Hold |
51
| – | – | ﹤0.01% | 3305 |
|
|
2022
Q2 | $16K | Hold |
51
| – | – | ﹤0.01% | 3060 |
|
|
2022
Q1 | $16K | Buy |
+51
| New | +$16K | ﹤0.01% | 3060 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4626 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4422 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4288 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4099 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3945 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$2K | – | 3767 |
|
|
2020
Q1 | $2K | Buy |
26
+9
| +53% | +$692 | ﹤0.01% | 2371 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 2727 |
|
|
2019
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2936 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$2K | – | 3419 |
|
|
2018
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 3152 |
|
|
2018
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 3548 |
|
|
2018
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 3591 |
|
|
2018
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 3550 |
|
|
2017
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 3550 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 3763 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 3746 |
|
|
2017
Q1 | $2K | Sell |
31
-4
| -11% | -$258 | ﹤0.01% | 3669 |
|
|
2016
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 3657 |
|
|
2016
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 3610 |
|
|
2016
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 3496 |
|