Perigon Wealth Management’s Westamerica Bancorp WABC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
9,848
-9
| -0.1% | -$436 | 0.01% | 684 |
|
|
2025
Q1 | $499K | Sell |
9,857
-1,006
| -9% | -$50.9K | 0.01% | 641 |
|
|
2024
Q4 | $558K | Buy |
10,863
+26
| +0.2% | +$1.34K | 0.01% | 610 |
|
|
2024
Q3 | $536K | Buy |
+10,837
| New | +$536K | 0.01% | 594 |
|
|
2024
Q1 | – | Sell |
-10,813
| Closed | -$610K | – | 907 |
|
|
2023
Q4 | $610K | Buy |
10,813
+13
| +0.1% | +$733 | 0.02% | 448 |
|
|
2023
Q3 | $467K | Sell |
10,800
-4
| -0% | -$173 | 0.02% | 459 |
|
|
2023
Q2 | $414K | Buy |
+10,804
| New | +$414K | 0.02% | 510 |
|