United Capital Financial Advisors’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3M | Sell |
77,231
-4,937
| -6% | -$1.19M | 0.12% | 150 |
|
|
2025
Q4 | $17.5M | Sell |
82,168
-1,138
| -1% | -$234K | 0.11% | 163 |
|
|
2025
Q3 | $16.7M | Sell |
83,306
-4,657
| -5% | -$919K | 0.12% | 147 |
|
|
2025
Q2 | $18.4M | Sell |
87,963
-664
| -0.7% | -$128K | 0.15% | 123 |
|
|
2025
Q1 | $16.1M | Sell |
88,627
-1,202
| -1% | -$230K | 0.14% | 126 |
|
|
2024
Q4 | $17M | Sell |
89,829
-1,768
| -2% | -$342K | 0.14% | 129 |
|
|
2024
Q3 | $16.6M | Sell |
91,597
-1,427
| -2% | -$234K | 0.14% | 141 |
|
|
2024
Q2 | $14.7M | Sell |
93,024
-30,673
| -25% | -$4.9M | 0.13% | 147 |
|
|
2024
Q1 | $18M | Sell |
123,697
-3,888
| -3% | -$527K | 0.15% | 135 |
|
|
2023
Q4 | $16.2M | Buy |
127,585
+3,040
| +2% | +$343K | 0.13% | 145 |
|
|
2023
Q3 | $13.2M | Sell |
124,545
-10,017
| -7% | -$1.12M | 0.09% | 197 |
|
|
2023
Q2 | $14.8M | Sell |
134,562
-6,581
| -5% | -$653K | 0.08% | 191 |
|
|
2023
Q1 | $14.3M | Sell |
141,143
-5,975
| -4% | -$610K | 0.08% | 199 |
|
|
2022
Q4 | $14.7M | Sell |
147,118
-2,444
| -2% | -$234K | 0.08% | 202 |
|
|
2022
Q3 | $12.2M | Sell |
149,562
-2,708
| -2% | -$239K | 0.07% | 215 |
|
|
2022
Q2 | $12.5M | Sell |
152,270
-152
| -0.1% | -$13.5K | 0.07% | 229 |
|
|
2022
Q1 | $14.7M | Buy |
152,422
+900
| +0.6% | +$83.4K | 0.07% | 226 |
|
|
2021
Q4 | $14M | Buy |
151,522
+282
| +0.2% | +$25.9K | 0.06% | 247 |
|
|
2021
Q3 | $13M | Sell |
151,240
-686
| -0.5% | -$59.1K | 0.07% | 247 |
|
|
2021
Q2 | $12.5M | Buy |
151,926
+3,444
| +2% | +$280K | 0.06% | 250 |
|
|
2021
Q1 | $11.8M | Buy |
148,482
+9,781
| +7% | +$759K | 0.07% | 243 |
|
|
2020
Q4 | $10.2M | Sell |
138,701
-59,069
| -30% | -$4.04M | 0.06% | 251 |
|
|
2020
Q3 | $12.2M | Sell |
197,770
-32,293
| -14% | -$2.07M | 0.08% | 223 |
|
|
2020
Q2 | $13.2M | Buy |
230,063
+4,511
| +2% | +$255K | 0.1% | 209 |
|
|
2020
Q1 | $10.9M | Sell |
225,552
-132,587
| -37% | -$9.1M | 0.09% | 222 |
|
|
2019
Q4 | $27.9M | Sell |
358,139
-34,705
| -9% | -$2.57M | 0.18% | 123 |
|
|
2019
Q3 | $28.2M | Buy |
392,844
+195,645
| +99% | +$13.9M | 0.2% | 113 |
|
|
2019
Q2 | $14.2M | Buy |
197,199
+51,814
| +36% | +$3.67M | 0.09% | 238 |
|
|
2019
Q1 | $10.7M | Buy |
145,385
+2,527
| +2% | +$182K | 0.08% | 283 |
|
|
2018
Q4 | $10M | Buy |
142,858
+194
| +0.1% | +$16.9K | 0.08% | 255 |
|
|
2018
Q3 | $15M | Hold |
142,664
| – | – | 0.11% | 215 |
|
|
2018
Q2 | $14.1M | Buy |
142,664
+23,863
| +20% | +$2.22M | 0.1% | 214 |
|
|
2018
Q1 | $9.67M | Sell |
118,801
-1,046
| -0.9% | -$84.2K | 0.07% | 302 |
|
|
2017
Q4 | $9.76M | Sell |
119,847
-436
| -0.4% | -$33.3K | 0.08% | 304 |
|
|
2017
Q3 | $9.11M | Buy |
120,283
+4
| +0% | +$308 | 0.08% | 299 |
|
|
2017
Q2 | $11M | Buy |
120,279
+12,495
| +12% | +$1.04M | 0.1% | 249 |
|
|
2017
Q1 | $8.41M | Sell |
107,784
-8,983
| -8% | -$742K | 0.08% | 296 |
|
|
2016
Q4 | $9.69M | Sell |
116,767
-166
| -0.1% | -$13.7K | 0.09% | 265 |
|
|
2016
Q3 | $9.55M | Sell |
116,933
-957
| -0.8% | -$70.3K | 0.09% | 270 |
|
|
2016
Q2 | $8.25M | Buy |
117,890
+14,313
| +14% | +$1.11M | 0.08% | 282 |
|
|
2016
Q1 | $8.21M | Buy |
+103,577
| New | +$7.18M | 0.09% | 243 |
|
Other funds holding WAB
VCM
VPM
