Northwestern Mutual Wealth Management’s West Bancorporation WTBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Sell |
10,633
-538
| -5% | -$10.6K | ﹤0.01% | 1725 |
|
2025
Q1 | $223K | Buy |
11,171
+538
| +5% | +$10.7K | ﹤0.01% | 1620 |
|
2024
Q4 | $230K | Sell |
10,633
-2,000
| -16% | -$43.3K | ﹤0.01% | 1594 |
|
2024
Q3 | $240K | Sell |
12,633
-1,000
| -7% | -$19K | ﹤0.01% | 1563 |
|
2024
Q2 | $244K | Hold |
13,633
| – | – | ﹤0.01% | 1504 |
|
2024
Q1 | $243K | Hold |
13,633
| – | – | ﹤0.01% | 1487 |
|
2023
Q4 | $289K | Sell |
13,633
-5,000
| -27% | -$106K | ﹤0.01% | 1385 |
|
2023
Q3 | $304K | Hold |
18,633
| – | – | ﹤0.01% | 1319 |
|
2023
Q2 | $343K | Sell |
18,633
-6,000
| -24% | -$110K | ﹤0.01% | 1290 |
|
2023
Q1 | $450K | Hold |
24,633
| – | – | ﹤0.01% | 1162 |
|
2022
Q4 | $629K | Sell |
24,633
-1,193
| -5% | -$30.5K | ﹤0.01% | 1021 |
|
2022
Q3 | $537K | Hold |
25,826
| – | – | ﹤0.01% | 1016 |
|
2022
Q2 | $629K | Buy |
25,826
+17
| +0.1% | +$414 | ﹤0.01% | 960 |
|
2022
Q1 | $703K | Buy |
25,809
+459
| +2% | +$12.5K | ﹤0.01% | 961 |
|
2021
Q4 | $788K | Buy |
25,350
+184
| +0.7% | +$5.72K | ﹤0.01% | 908 |
|
2021
Q3 | $756K | Sell |
25,166
-4,797
| -16% | -$144K | ﹤0.01% | 849 |
|
2021
Q2 | $831K | Sell |
29,963
-8,367
| -22% | -$232K | ﹤0.01% | 814 |
|
2021
Q1 | $923K | Buy |
38,330
+33,126
| +637% | +$798K | ﹤0.01% | 728 |
|
2020
Q4 | $100K | Sell |
5,204
-3,477
| -40% | -$66.8K | ﹤0.01% | 1411 |
|
2020
Q3 | $138K | Buy |
+8,681
| New | +$138K | ﹤0.01% | 1156 |
|
2019
Q4 | – | Sell |
-400
| Closed | -$9K | – | 2645 |
|
2019
Q3 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 1959 |
|