Allworth Financial’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $835K | Buy |
4,507
+585
| +15% | +$108K | ﹤0.01% | 685 |
|
2025
Q1 | $631K | Buy |
3,922
+19
| +0.5% | +$3.06K | ﹤0.01% | 630 |
|
2024
Q4 | $778K | Buy |
3,903
+3,888
| +25,920% | +$775K | ﹤0.01% | 585 |
|
2024
Q3 | $2.52K | Buy |
15
+2
| +15% | +$336 | ﹤0.01% | 2855 |
|
2024
Q2 | $2.2K | Hold |
13
| – | – | ﹤0.01% | 2885 |
|
2024
Q1 | $2.23K | Buy |
13
+3
| +30% | +$514 | ﹤0.01% | 2767 |
|
2023
Q4 | $1.74K | Sell |
10
-1
| -9% | -$174 | ﹤0.01% | 2736 |
|
2023
Q3 | $1.58K | Buy |
11
+2
| +22% | +$288 | ﹤0.01% | 2652 |
|
2023
Q2 | $1.61K | Sell |
9
-3
| -25% | -$537 | ﹤0.01% | 2573 |
|
2023
Q1 | $1.86K | Buy |
12
+3
| +33% | +$464 | ﹤0.01% | 2433 |
|
2022
Q4 | $1.13K | Hold |
9
| – | – | ﹤0.01% | 2432 |
|
2022
Q3 | $1K | Sell |
9
-119
| -93% | -$13.2K | ﹤0.01% | 2540 |
|
2022
Q2 | $14K | Buy |
+128
| New | +$14K | ﹤0.01% | 1419 |
|