Avantax Advisory Services’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 | $988K | Buy |
5,335
+1,049
| +24% | +$194K | 0.01% | 1183 |
|
2025
Q1 | $666K | Buy |
4,286
+1,584
| +59% | +$246K | ﹤0.01% | 1331 |
|
2024
Q4 | $489K | Sell |
2,702
-171
| -6% | -$30.9K | ﹤0.01% | 1462 |
|
2024
Q3 | $483K | Buy |
2,873
+119
| +4% | +$20K | ﹤0.01% | 1432 |
|
2024
Q2 | $437K | Buy |
+2,754
| New | +$437K | ﹤0.01% | 1453 |
|
2022
Q3 | – | Sell |
-2,703
| Closed | -$289K | – | 1388 |
|
2022
Q2 | $289K | Sell |
2,703
-1,490
| -36% | -$159K | ﹤0.01% | 1033 |
|
2022
Q1 | $545K | Sell |
4,193
-867
| -17% | -$113K | 0.01% | 755 |
|
2021
Q4 | $666K | Buy |
5,060
+228
| +5% | +$30K | 0.01% | 662 |
|
2021
Q3 | $559K | Buy |
4,832
+1,323
| +38% | +$153K | 0.01% | 684 |
|
2021
Q2 | $358K | Sell |
3,509
-738
| -17% | -$75.3K | 0.01% | 834 |
|
2021
Q1 | $364K | Sell |
4,247
-2,961
| -41% | -$254K | 0.01% | 723 |
|
2020
Q4 | $567K | Sell |
7,208
-1,091
| -13% | -$85.8K | 0.01% | 519 |
|
2020
Q3 | $364K | Buy |
+8,299
| New | +$364K | 0.01% | 937 |
|