Avantax Planning Partners’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
48,473
| – | – | 0.05% | 156 |
|
|
2025
Q1 | $1.5M | Hold |
48,473
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $1.58M | Buy |
48,473
+756
| +2% | +$24.6K | 0.06% | 140 |
|
|
2024
Q3 | $1.42M | Hold |
47,717
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $1.33M | Buy |
47,717
+4,489
| +10% | +$125K | 0.04% | 179 |
|
|
2024
Q1 | $1.29M | Buy |
+43,228
| New | +$1.29M | 0.04% | 192 |
|