AssetMark Inc’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-992
| Closed | -$31.1K | – | 2143 |
|
|
2023
Q4 | $31.1K | Sell |
992
-992
| -50% | -$31.1K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $48.4K | Hold |
1,984
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q2 | $50.8K | Hold |
1,984
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q1 | $60.9K | Hold |
1,984
| – | – | ﹤0.01% | 986 |
|
|
2022
Q4 | $73.4K | Hold |
1,984
| – | – | ﹤0.01% | 963 |
|
|
2022
Q3 | $66K | Hold |
1,984
| – | – | ﹤0.01% | 898 |
|
|
2022
Q2 | $63K | Hold |
1,984
| – | – | ﹤0.01% | 883 |
|
|
2022
Q1 | $68K | Hold |
1,984
| – | – | ﹤0.01% | 858 |
|
|
2021
Q4 | $69K | Hold |
1,984
| – | – | ﹤0.01% | 851 |
|
|
2021
Q3 | $68K | Sell |
1,984
-220
| -10% | -$7.54K | ﹤0.01% | 728 |
|
|
2021
Q2 | $79K | Hold |
2,204
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $79K | Hold |
2,204
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $66K | Sell |
2,204
-220
| -9% | -$6.59K | ﹤0.01% | 670 |
|
|
2020
Q3 | $52K | Hold |
2,424
| – | – | ﹤0.01% | 668 |
|
|
2020
Q2 | $49K | Hold |
2,424
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $57K | Hold |
2,424
| – | – | ﹤0.01% | 665 |
|
|
2019
Q4 | $92K | Hold |
2,424
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $91K | Sell |
2,424
-135
| -5% | -$5.07K | ﹤0.01% | 621 |
|
|
2019
Q2 | $99K | Sell |
2,559
-2
| -0.1% | -$77 | ﹤0.01% | 607 |
|
|
2019
Q1 | $102K | Sell |
2,561
-15
| -0.6% | -$597 | ﹤0.01% | 570 |
|
|
2018
Q4 | $95K | Buy |
2,576
+15
| +0.6% | +$553 | ﹤0.01% | 570 |
|
|
2018
Q3 | $114K | Hold |
2,561
| – | – | ﹤0.01% | 558 |
|
|
2018
Q2 | $115K | Hold |
2,561
| – | – | ﹤0.01% | 552 |
|
|
2018
Q1 | $108K | Sell |
2,561
-29
| -1% | -$1.22K | ﹤0.01% | 567 |
|
|
2017
Q4 | $105K | Buy |
2,590
+9
| +0.3% | +$365 | ﹤0.01% | 602 |
|
|
2017
Q3 | $106K | Buy |
2,581
+8
| +0.3% | +$329 | ﹤0.01% | 550 |
|
|
2017
Q2 | $102K | Buy |
2,573
+12
| +0.5% | +$476 | ﹤0.01% | 548 |
|
|
2017
Q1 | $98K | Hold |
2,561
| – | – | ﹤0.01% | 516 |
|
|
2016
Q4 | $110K | Sell |
2,561
-1,164
| -31% | -$50K | ﹤0.01% | 488 |
|
|
2016
Q3 | $122K | Sell |
3,725
-48,403
| -93% | -$1.59M | ﹤0.01% | 466 |
|
|
2016
Q2 | $1.62M | Buy |
52,128
+2,524
| +5% | +$78.4K | 0.03% | 230 |
|
|
2016
Q1 | $1.47M | Buy |
49,604
+8,555
| +21% | +$254K | 0.03% | 237 |
|
|
2015
Q4 | $1.23M | Buy |
41,049
+5,593
| +16% | +$168K | 0.02% | 256 |
|
|
2015
Q3 | $1.12M | Buy |
35,456
+10,624
| +43% | +$334K | 0.02% | 227 |
|
|
2015
Q2 | $845K | Sell |
24,832
-1,125
| -4% | -$38.3K | 0.02% | 314 |
|
|
2015
Q1 | $846K | Sell |
25,957
-883
| -3% | -$28.8K | 0.02% | 305 |
|
|
2014
Q4 | $934K | Sell |
26,840
-1,381
| -5% | -$48.1K | 0.02% | 289 |
|
|
2014
Q3 | $863K | Sell |
28,221
-1,430
| -5% | -$43.7K | 0.02% | 309 |
|
|
2014
Q2 | $920K | Buy |
29,651
+11,144
| +60% | +$346K | 0.02% | 305 |
|
|
2014
Q1 | $589K | Buy |
+18,507
| New | +$589K | 0.01% | 302 |
|