WCA
Westover Capital Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Hold |
21,062
| – | – | 0.38% | 61 |
|
|
2025
Q1 | $1.6M | Sell |
21,062
-420
| -2% | -$31.9K | 0.35% | 64 |
|
|
2024
Q4 | $1.66M | Hold |
21,482
| – | – | 0.37% | 62 |
|
|
2024
Q3 | $1.57M | Sell |
21,482
-351
| -2% | -$25.6K | 0.3% | 75 |
|
|
2024
Q2 | $1.32M | Hold |
21,833
| – | – | 0.34% | 71 |
|
|
2024
Q1 | $1.38M | Sell |
21,833
-135
| -0.6% | -$8.52K | 0.4% | 64 |
|
|
2023
Q4 | $1.28M | Buy |
21,968
+72
| +0.3% | +$4.19K | 0.42% | 60 |
|
|
2023
Q3 | $1.06M | Sell |
21,896
-4,929
| -18% | -$240K | 0.39% | 62 |
|
|
2023
Q2 | $1.34M | Sell |
26,825
-225
| -0.8% | -$11.2K | 0.46% | 54 |
|
|
2023
Q1 | $1.48M | Sell |
27,050
-1,058
| -4% | -$57.8K | 0.55% | 55 |
|
|
2022
Q4 | $1.72M | Sell |
28,108
-9,766
| -26% | -$599K | 0.68% | 43 |
|
|
2022
Q3 | $2.15M | Buy |
37,874
+25,115
| +197% | +$1.42M | 0.82% | 38 |
|
|
2022
Q2 | $1.95M | Sell |
12,759
-1,059
| -8% | -$162K | 0.72% | 43 |
|
|
2022
Q1 | $2.46M | Buy |
13,818
+25
| +0.2% | +$4.45K | 0.77% | 37 |
|
|
2021
Q4 | $2.9M | Sell |
13,793
-290
| -2% | -$60.9K | 0.84% | 34 |
|
|
2021
Q3 | $2.72M | Sell |
14,083
-741
| -5% | -$143K | 0.85% | 31 |
|
|
2021
Q2 | $2.61M | Sell |
14,824
-959
| -6% | -$169K | 0.84% | 36 |
|
|
2021
Q1 | $2.33M | Sell |
15,783
-306
| -2% | -$45.1K | 0.8% | 36 |
|
|
2020
Q4 | $2.14M | Buy |
16,089
+808
| +5% | +$107K | 0.77% | 38 |
|
|
2020
Q3 | $1.88M | Buy |
15,281
+252
| +2% | +$30.9K | 0.77% | 39 |
|
|
2020
Q2 | $1.8M | Buy |
15,029
+1,839
| +14% | +$220K | 0.84% | 40 |
|
|
2020
Q1 | $1.25M | Buy |
13,190
+8,786
| +200% | +$834K | 0.68% | 45 |
|
|
2019
Q4 | $472K | Sell |
4,404
-7
| -0.2% | -$750 | 0.21% | 91 |
|
|
2019
Q3 | $438K | Sell |
4,411
-36
| -0.8% | -$3.58K | 0.21% | 87 |
|
|
2019
Q2 | $428K | Hold |
4,447
| – | – | 0.21% | 86 |
|
|
2019
Q1 | $389K | Hold |
4,447
| – | – | 0.2% | 85 |
|
|
2018
Q4 | $363K | Hold |
4,447
| – | – | 0.23% | 80 |
|
|
2018
Q3 | $382K | Sell |
4,447
-75
| -2% | -$6.44K | 0.19% | 86 |
|
|
2018
Q2 | $413K | Buy |
4,522
+65
| +1% | +$5.94K | 0.22% | 79 |
|
|
2018
Q1 | $384K | Sell |
4,457
-12
| -0.3% | -$1.03K | 0.21% | 84 |
|
|
2017
Q4 | $343K | Sell |
4,469
-53
| -1% | -$4.07K | 0.19% | 95 |
|
|
2017
Q3 | $351K | Hold |
4,522
| – | – | 0.21% | 91 |
|
|
2017
Q2 | $323K | Sell |
4,522
-29
| -0.6% | -$2.07K | 0.21% | 87 |
|
|
2017
Q1 | $316K | Sell |
4,551
-32
| -0.7% | -$2.22K | 0.21% | 84 |
|
|
2016
Q4 | $308K | Sell |
4,583
-1,663
| -27% | -$112K | 0.22% | 83 |
|
|
2016
Q3 | $422K | Sell |
6,246
-1,976
| -24% | -$134K | 0.31% | 73 |
|
|
2016
Q2 | $532K | Sell |
8,222
-1,476
| -15% | -$95.5K | 0.44% | 61 |
|
|
2016
Q1 | $644K | Sell |
9,698
-1,219
| -11% | -$80.9K | 0.54% | 52 |
|
|
2015
Q4 | $635K | Sell |
10,917
-372
| -3% | -$21.6K | 0.53% | 49 |
|
|
2015
Q3 | $602K | Sell |
11,289
-417
| -4% | -$22.2K | 0.52% | 54 |
|
|
2015
Q2 | $571K | Sell |
11,706
-109
| -0.9% | -$5.32K | 0.45% | 58 |
|
|
2015
Q1 | $602K | Sell |
11,815
-587
| -5% | -$29.9K | 0.49% | 60 |
|
|
2014
Q4 | $595K | Buy |
12,402
+284
| +2% | +$13.6K | 0.51% | 60 |
|
|
2014
Q3 | $514K | Hold |
12,118
| – | – | 0.42% | 67 |
|
|
2014
Q2 | $468K | Buy |
+12,118
| New | +$468K | 0.39% | 65 |
|