CAPTRUST Financial Advisors’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 | $2.37M | Sell |
12,774
-3,583
| -22% | -$664K | 0.01% | 902 |
|
|
2025
Q1 | $2.54M | Buy |
16,357
+8,261
| +102% | +$1.28M | 0.01% | 808 |
|
|
2024
Q4 | $1.47M | Buy |
8,096
+6,827
| +538% | +$1.24M | ﹤0.01% | 1032 |
|
|
2024
Q3 | $213K | Sell |
1,269
-421
| -25% | -$70.7K | ﹤0.01% | 2090 |
|
|
2024
Q2 | $268K | Buy |
+1,690
| New | +$268K | ﹤0.01% | 1875 |
|
|
2024
Q1 | – | Sell |
-6,043
| Closed | -$1.05M | – | 2671 |
|
|
2023
Q4 | $1.05M | Buy |
6,043
+958
| +19% | +$167K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $731K | Buy |
5,085
+2,249
| +79% | +$323K | ﹤0.01% | 1394 |
|
|
2023
Q2 | $508K | Buy |
2,836
+40
| +1% | +$7.16K | ﹤0.01% | 1619 |
|
|
2023
Q1 | $432K | Sell |
2,796
-18
| -0.6% | -$2.78K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $352K | Buy |
2,814
+267
| +10% | +$33.4K | ﹤0.01% | 1541 |
|
|
2022
Q3 | $304K | Buy |
2,547
+50
| +2% | +$5.97K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $267K | Buy |
2,497
+122
| +5% | +$13K | ﹤0.01% | 1491 |
|
|
2022
Q1 | $309K | Buy |
2,375
+252
| +12% | +$32.8K | ﹤0.01% | 1423 |
|
|
2021
Q4 | $279K | Sell |
2,123
-92
| -4% | -$12.1K | ﹤0.01% | 1433 |
|
|
2021
Q3 | $255K | Buy |
2,215
+90
| +4% | +$10.4K | ﹤0.01% | 1395 |
|
|
2021
Q2 | $218K | Sell |
2,125
-512
| -19% | -$52.5K | ﹤0.01% | 1450 |
|
|
2021
Q1 | $228K | Buy |
2,637
+2,627
| +26,270% | +$227K | ﹤0.01% | 1381 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 3328 |
|
|
2020
Q3 | $0 | Sell |
10
-390
| -98% | – | ﹤0.01% | 3259 |
|
|
2020
Q2 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 2105 |
|
|
2019
Q3 | – | Sell |
-47
| Closed | -$2K | – | 2035 |
|
|
2019
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1706 |
|
|
2018
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 1449 |
|
|
2018
Q2 | $3K | Sell |
47
-216
| -82% | -$13.8K | ﹤0.01% | 1386 |
|
|
2018
Q1 | $16K | Sell |
263
-71
| -21% | -$4.32K | ﹤0.01% | 904 |
|
|
2017
Q4 | $23K | Buy |
+334
| New | +$23K | ﹤0.01% | 753 |
|