San Luis Wealth 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 |
-5,602
| Closed | -$294K | – | 164 |
|
|
2024
Q4 | $294K | Hold |
5,602
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $277K | Hold |
5,602
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $272K | Buy |
+5,602
| New | +$272K | 0.07% | 109 |
|
|
2023
Q3 | – | Sell |
-11,102
| Closed | -$425K | – | 162 |
|
|
2023
Q2 | $425K | Hold |
11,102
| – | – | 0.15% | 121 |
|
|
2023
Q1 | $492K | Buy |
+11,102
| New | +$492K | 0.19% | 109 |
|