Pacific Capital Wealth Advisors, Inc.'s ownership history for MA

Pacific Capital Wealth Advisors, Inc. currently holds 544 shares with a market value of $271.8K. It started holding MA on 2024-09-30. At its peak, it held 568 shares on 2025-09-30. Its highest holding value was $323.1K on 2025-09-30. At its lowest, it held 496 shares on 2025-06-30, with a value of $271.8K on 2026-03-31. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 24. In the recent year, Pacific Capital Wealth Advisors, Inc. has increased its shares by 4.