Valeo Financial 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 | $375K | Buy |
1,791
+165
| +10% | +$34.5K | 0.01% | 510 |
|
|
2025
Q1 | $295K | Sell |
1,626
-3,442
| -68% | -$624K | 0.01% | 534 |
|
|
2024
Q4 | $315K | Buy |
5,068
+78
| +2% | +$4.84K | 0.01% | 515 |
|
|
2024
Q3 | $287K | Sell |
4,990
-76
| -2% | -$4.38K | 0.01% | 536 |
|
|
2024
Q2 | $263K | Buy |
5,066
+3,462
| +216% | +$179K | 0.01% | 540 |
|
|
2024
Q1 | $262K | Buy |
+1,604
| New | +$262K | 0.01% | 546 |
|
|
2021
Q2 | – | Sell |
-421
| Closed | -$33K | – | 1709 |
|
|
2021
Q1 | $33K | Sell |
421
-34
| -7% | -$2.67K | ﹤0.01% | 958 |
|
|
2020
Q4 | $33K | Buy |
455
+143
| +46% | +$10.4K | ﹤0.01% | 894 |
|
|
2020
Q3 | $19K | Sell |
312
-82
| -21% | -$4.99K | ﹤0.01% | 900 |
|
|
2020
Q2 | $23K | Buy |
394
+35
| +10% | +$2.04K | ﹤0.01% | 958 |
|
|
2020
Q1 | $20K | Sell |
359
-151
| -30% | -$8.41K | ﹤0.01% | 871 |
|
|
2019
Q4 | $40K | Buy |
510
+11
| +2% | +$863 | ﹤0.01% | 722 |
|
|
2019
Q3 | $36K | Sell |
499
-98
| -16% | -$7.07K | ﹤0.01% | 693 |
|
|
2019
Q2 | $43K | Sell |
597
-139
| -19% | -$10K | ﹤0.01% | 648 |
|
|
2019
Q1 | $54K | Buy |
736
+716
| +3,580% | +$52.5K | 0.01% | 534 |
|
|
2018
Q4 | $1K | Sell |
20
-91
| -82% | -$4.55K | ﹤0.01% | 1417 |
|
|
2018
Q3 | $9K | Buy |
111
+37
| +50% | +$3K | ﹤0.01% | 1000 |
|
|
2018
Q2 | $8K | Sell |
74
-104
| -58% | -$11.2K | ﹤0.01% | 1020 |
|
|
2018
Q1 | $14K | Buy |
178
+87
| +96% | +$6.84K | ﹤0.01% | 840 |
|
|
2017
Q4 | $7K | Buy |
91
+6
| +7% | +$462 | ﹤0.01% | 931 |
|
|
2017
Q3 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 841 |
|