BCWM
Bartlett & Co Wealth Management’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Hold |
82,049
| – | – | 0.04% | 172 |
|
|
2025
Q1 | $2.57M | Hold |
82,049
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $2.7M | Hold |
82,049
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $2.47M | Sell |
82,049
-2,385
| -3% | -$71.9K | 0.04% | 176 |
|
|
2024
Q2 | $2.39M | Hold |
84,434
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $2.55M | Sell |
84,434
-4,873
| -5% | -$147K | 0.04% | 178 |
|
|
2023
Q4 | $2.88M | Hold |
89,307
| – | – | 0.05% | 172 |
|
|
2023
Q3 | $2.21M | Hold |
89,307
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $2.32M | Buy |
+89,307
| New | +$2.32M | 0.04% | 186 |
|
|
2021
Q4 | – | Sell |
-495
| Closed | -$17K | – | 897 |
|
|
2021
Q3 | $17K | Hold |
495
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $17.8K | Hold |
495
| – | – | ﹤0.01% | 637 |
|
|
2021
Q1 | $18K | Hold |
495
| – | – | ﹤0.01% | 676 |
|
|
2020
Q4 | $15K | Hold |
495
| – | – | ﹤0.01% | 695 |
|
|
2020
Q3 | $10.7K | Hold |
495
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $10.2K | Hold |
495
| – | – | ﹤0.01% | 678 |
|
|
2020
Q1 | $11.9K | Hold |
495
| – | – | ﹤0.01% | 639 |
|
|
2019
Q4 | $18.9K | Hold |
495
| – | – | ﹤0.01% | 660 |
|
|
2019
Q3 | $18.7K | Buy |
+495
| New | +$18.7K | ﹤0.01% | 664 |
|