JFS Wealth Advisors’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
112
+4
| +4% | +$837 | ﹤0.01% | 624 |
|
|
2025
Q1 | $19.6K | Hold |
108
| – | – | ﹤0.01% | 664 |
|
|
2024
Q4 | $20.5K | Sell |
108
-3
| -3% | -$569 | ﹤0.01% | 638 |
|
|
2024
Q3 | $20.2K | Buy |
111
+3
| +3% | +$545 | ﹤0.01% | 639 |
|
|
2024
Q2 | $17.1K | Sell |
108
-1
| -0.9% | -$158 | ﹤0.01% | 638 |
|
|
2024
Q1 | $15.9K | Hold |
109
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $13.8K | Hold |
109
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $11.6K | Hold |
109
| – | – | ﹤0.01% | 682 |
|
|
2023
Q2 | $12K | Sell |
109
-4
| -4% | -$439 | ﹤0.01% | 680 |
|
|
2023
Q1 | $11.4K | Sell |
113
-2
| -2% | -$202 | ﹤0.01% | 674 |
|
|
2022
Q4 | $11.5K | Sell |
115
-3
| -3% | -$299 | ﹤0.01% | 658 |
|
|
2022
Q3 | $10K | Buy |
118
+7
| +6% | +$593 | ﹤0.01% | 740 |
|
|
2022
Q2 | $9K | Buy |
111
+16
| +17% | +$1.3K | ﹤0.01% | 811 |
|
|
2022
Q1 | $9K | Buy |
95
+53
| +126% | +$5.02K | ﹤0.01% | 842 |
|
|
2021
Q4 | $4K | Buy |
42
+33
| +367% | +$3.14K | ﹤0.01% | 889 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 816 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 585 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 564 |
|
|
2020
Q3 | $1K | Sell |
9
-30
| -77% | -$3.33K | ﹤0.01% | 547 |
|
|
2020
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $2K | Sell |
39
-2
| -5% | -$103 | ﹤0.01% | 456 |
|
|
2019
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 439 |
|
|
2019
Q2 | $3K | Sell |
41
-1
| -2% | -$73 | ﹤0.01% | 425 |
|
|
2019
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 431 |
|