J.P. Morgan Private Wealth Advisors’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $264K | Buy |
6,096
+37
| +0.6% | +$1.6K | ﹤0.01% | 1530 |
|
|
2023
Q2 | $232K | Sell |
6,059
-6,689
| -52% | -$256K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $565K | Sell |
12,748
-116
| -0.9% | -$5.14K | ﹤0.01% | 1425 |
|
|
2022
Q4 | $759K | Sell |
12,864
-273
| -2% | -$16.1K | ﹤0.01% | 1284 |
|
|
2022
Q3 | $687K | Buy |
13,137
+2
| +0% | +$105 | ﹤0.01% | 1321 |
|
|
2022
Q2 | $731K | Sell |
13,135
-599
| -4% | -$33.3K | ﹤0.01% | 1292 |
|
|
2022
Q1 | $831K | Sell |
13,734
-140
| -1% | -$8.47K | ﹤0.01% | 1303 |
|
|
2021
Q4 | $801K | Sell |
13,874
-1,320
| -9% | -$76.2K | ﹤0.01% | 1350 |
|
|
2021
Q3 | $855K | Buy |
15,194
+437
| +3% | +$24.6K | ﹤0.01% | 1289 |
|
|
2021
Q2 | $856K | Buy |
14,757
+358
| +2% | +$20.8K | ﹤0.01% | 1264 |
|
|
2021
Q1 | $904K | Buy |
14,399
+289
| +2% | +$18.1K | ﹤0.01% | 1084 |
|
|
2020
Q4 | $780K | Sell |
14,110
-8
| -0.1% | -$442 | ﹤0.01% | 1099 |
|
|
2020
Q3 | $767K | Buy |
14,118
+2,776
| +24% | +$151K | ﹤0.01% | 993 |
|
|
2020
Q2 | $651K | Buy |
+11,342
| New | +$651K | ﹤0.01% | 971 |
|