Creative Planning Westpac Banking Corporation Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-19,555 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	N/A	-3,387 Reduced 14.76%	19,555 $302,000
Q3 2021 Nov 10, 2021	BUY	N/A	11,456 Added 99.74%	22,942 $425,000
Q2 2021 Aug 04, 2021	SELL	N/A	-10,976 Reduced 48.86%	11,486 $222,000
Q1 2021 Apr 30, 2021	BUY	N/A	1,708 Added 8.23%	22,462 $417,000
Q4 2020 Jan 29, 2021	SELL	N/A	-32,108 Reduced 60.74%	20,754 $309,000
Q3 2020 Nov 05, 2020	BUY	N/A	42,001 Added 386.71%	52,862 $636,000
Q2 2020 Jul 23, 2020	BUY	N/A	10,861 New	10,861 $136,000
Q1 2019 Apr 24, 2019	SELL	N/A	-10,249 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	10,249 New	10,249 $179,000
Q2 2018 Jul 20, 2018	SELL	N/A	-10,754 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	N/A	10,754 New	10,754 $239,000

Others Institutions Holding WBK

# of Institutions

1

Shares Held

220

Call Options Held

0

Put Options Held

0

Fieldpoint Private Securities, LLC

220
Shares

$0
0.0% of portfolio

About Westpac Banking Corporation

Ticker WBK
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,665,129,984
Market Cap $52B

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