LGT Financial 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
Q1 | – | Sell |
-60
| Closed | -$3.15K | – | 722 |
|
|
2024
Q4 | $3.15K | Hold |
60
| – | – | 0.01% | 625 |
|
|
2024
Q3 | $2.97K | Hold |
60
| – | – | 0.01% | 629 |
|
|
2024
Q2 | $2.91K | Hold |
60
| – | – | 0.01% | 682 |
|
|
2024
Q1 | $2.93K | Hold |
60
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $3.39K | Hold |
60
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $2.6K | Buy |
+60
| New | +$2.6K | ﹤0.01% | 755 |
|