Western Pacific Wealth Management, LP Vaneck Morningstar Wide Moat E Transaction History

Western Pacific Wealth Management, LP

  • $121 Million
  • Q4 2024

A detailed history of Western Pacific Wealth Management, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 6,767 shares of MOAT stock, worth $580,879. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,767
Previous 6,751 0.24%
Holding current value
$580,879
Previous $579,000 0.17%
% of portfolio
0.48%
Previous 0.39%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
16 Added 0.24%
6,767 $580,000
Q3 2024

Oct 31, 2024
BUY
$85.84 - $85.84 $137,344 - $137,344
1,600 Added 31.06%
6,751 $579,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.9 $261,365 - $284,533
-3,165 Reduced 38.06%
5,151 $463,000
Q4 2023

Feb 09, 2024
BUY
$70.71 - $85.3 $1,060 - $1,279
15 Added 0.18%
8,316 $705,000
Q3 2023

Oct 26, 2023
SELL
$74.88 - $83.28 $7,488 - $8,328
-100 Reduced 1.19%
8,301 $629,000
Q2 2023

Aug 08, 2023
BUY
$72.17 - $80.16 $216,510 - $240,480
3,000 Added 55.55%
8,401 $670,000
Q1 2023

May 11, 2023
BUY
$65.24 - $76.13 $97,859 - $114,195
1,500 Added 38.45%
5,401 $398,000
Q4 2022

Feb 03, 2023
BUY
$60.7 - $69.78 $32,838 - $37,750
541 Added 16.1%
3,901 $253,000
Q3 2022

Oct 27, 2022
BUY
N/A
200 Added 6.33%
3,360 $201,000
Q2 2022

Aug 01, 2022
SELL
N/A
-14,716 Reduced 82.32%
3,160 $201,000
Q1 2022

Apr 21, 2022
SELL
N/A
-563 Reduced 3.05%
17,876 $1.34 Million
Q4 2021

Feb 14, 2022
BUY
N/A
18,439 New
18,439 $1.4 Million

Others Institutions Holding MOAT

# of Institutions
705
Shares Held
98.6M
Call Options Held
31.5K
Put Options Held
7.5K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email