AFS
Axiom Financial Strategies’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,027
| Closed | -$999K | – | 40 |
|
|
2022
Q4 | $999K | Sell |
27,027
-618,529
| -96% | -$22.9M | 0.63% | 24 |
|
|
2022
Q3 | $21.5M | Buy |
645,556
+1,152
| +0.2% | +$38.4K | 11.45% | 2 |
|
|
2022
Q2 | $20.4M | Sell |
644,404
-6,104
| -0.9% | -$194K | 10.75% | 2 |
|
|
2022
Q1 | $21M | Sell |
650,508
-3,242
| -0.5% | -$105K | 10.61% | 2 |
|
|
2021
Q4 | $22.9M | Sell |
653,750
-1,830
| -0.3% | -$64K | 10.39% | 2 |
|
|
2021
Q3 | $22.3M | Sell |
655,580
-860
| -0.1% | -$29.3K | 10.53% | 1 |
|
|
2021
Q2 | $23.4M | Buy |
656,440
+1,968
| +0.3% | +$70.1K | 10.79% | 2 |
|
|
2021
Q1 | $23.6M | Buy |
654,472
+4,481
| +0.7% | +$162K | 11.59% | 1 |
|
|
2020
Q4 | $13.9M | Hold |
649,991
| – | – | 8.34% | 2 |
|
|
2020
Q3 | $13.9M | Buy |
649,991
+1,808
| +0.3% | +$38.6K | 8.34% | 2 |
|
|
2020
Q2 | $13.2M | Buy |
648,183
+26,460
| +4% | +$537K | 8.58% | 2 |
|
|
2020
Q1 | $14.7M | Buy |
+621,723
| New | +$14.7M | 11.91% | 2 |
|