Mount Yale Investment 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 | $563K | Buy |
2,689
+627
| +30% | +$131K | 0.04% | 315 |
|
|
2025
Q1 | $374K | Sell |
2,062
-804
| -28% | -$146K | 0.03% | 383 |
|
|
2024
Q4 | $543K | Buy |
2,866
+5
| +0.2% | +$948 | 0.04% | 328 |
|
|
2024
Q3 | $520K | Sell |
2,861
-217
| -7% | -$39.4K | 0.05% | 338 |
|
|
2024
Q2 | $486K | Sell |
3,078
-4,191
| -58% | -$662K | 0.04% | 348 |
|
|
2024
Q1 | $1.06M | Buy |
7,269
+1,967
| +37% | +$287K | 0.08% | 211 |
|
|
2023
Q4 | $673K | Sell |
5,302
-1
| -0% | -$127 | 0.06% | 264 |
|
|
2023
Q3 | $564K | Sell |
5,303
-1,715
| -24% | -$182K | 0.06% | 283 |
|
|
2023
Q2 | $770K | Sell |
7,018
-1,064
| -13% | -$117K | 0.08% | 242 |
|
|
2023
Q1 | $817K | Sell |
8,082
-967
| -11% | -$97.7K | 0.09% | 231 |
|
|
2022
Q4 | $903K | Sell |
9,049
-10,932
| -55% | -$1.09M | 0.1% | 203 |
|
|
2022
Q3 | $1.63M | Buy |
19,981
+3,956
| +25% | +$322K | 0.22% | 104 |
|
|
2022
Q2 | $1.32M | Buy |
16,025
+35
| +0.2% | +$2.87K | 0.17% | 142 |
|
|
2022
Q1 | $1.54M | Buy |
15,990
+941
| +6% | +$90.5K | 0.17% | 134 |
|
|
2021
Q4 | $1.39M | Buy |
15,049
+21
| +0.1% | +$1.93K | 0.14% | 152 |
|
|
2021
Q3 | $1.3M | Buy |
15,028
+403
| +3% | +$34.8K | 0.15% | 152 |
|
|
2021
Q2 | $1.2M | Buy |
14,625
+2,806
| +24% | +$231K | 0.15% | 148 |
|
|
2021
Q1 | $936K | Buy |
11,819
+1,339
| +13% | +$106K | 0.12% | 177 |
|
|
2020
Q4 | $767K | Buy |
10,480
+857
| +9% | +$62.7K | 0.11% | 202 |
|
|
2020
Q3 | $595K | Buy |
9,623
+538
| +6% | +$33.3K | 0.08% | 219 |
|
|
2020
Q2 | $523K | Sell |
9,085
-26
| -0.3% | -$1.5K | 0.09% | 221 |
|
|
2020
Q1 | $439K | Sell |
9,111
-243
| -3% | -$11.7K | 0.1% | 196 |
|
|
2019
Q4 | $691K | Buy |
9,354
+387
| +4% | +$28.6K | 0.12% | 151 |
|
|
2019
Q3 | $703K | Buy |
8,967
+264
| +3% | +$20.7K | 0.13% | 141 |
|
|
2019
Q2 | $655K | Buy |
+8,703
| New | +$655K | 0.12% | 143 |
|
|
2018
Q3 | – | Sell |
-45
| Closed | -$4K | – | 1003 |
|
|
2018
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 895 |
|