Bayberry Capital Partners’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
$26.8M Sell
144,800
-1,200
-0.8% -$222K 8.61% 2
2025
Q1
$22.7M Buy
146,000
+46,000
+46% +$7.14M 6.25% 5
2024
Q4
$18.1M Buy
100,000
+57,500
+135% +$10.4M 6.89% 5
2024
Q3
$7.14M Sell
42,500
-108,200
-72% -$18.2M 2.41% 17
2024
Q2
$23.9M Buy
150,700
+42,700
+40% +$6.77M 4.79% 5
2024
Q1
$18.5M Buy
+108,000
New +$18.5M 3.45% 7