CAPTRUST Financial Advisors’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
14,498
-559
| -4% | -$17.7K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $466K | Buy |
15,057
+899
| +6% | +$27.8K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $461K | Buy |
14,158
+3,803
| +37% | +$124K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $308K | Buy |
10,355
+2,302
| +29% | +$68.6K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $225K | Sell |
8,053
-217
| -3% | -$6.06K | ﹤0.01% | 1978 |
|
|
2024
Q1 | $247K | Sell |
8,270
-4,477
| -35% | -$133K | ﹤0.01% | 1889 |
|
|
2023
Q4 | $400K | Buy |
+12,747
| New | +$400K | ﹤0.01% | 1912 |
|
|
2022
Q3 | – | Sell |
-1,509
| Closed | -$48K | – | 4083 |
|
|
2022
Q2 | $48K | Sell |
1,509
-1,933
| -56% | -$61.5K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $119K | Buy |
3,442
+2,035
| +145% | +$70.4K | ﹤0.01% | 2139 |
|
|
2021
Q4 | $50K | Sell |
1,407
-28
| -2% | -$995 | ﹤0.01% | 2676 |
|
|
2021
Q3 | $50K | Sell |
1,435
-201
| -12% | -$7K | ﹤0.01% | 2582 |
|
|
2021
Q2 | $59K | Buy |
1,636
+229
| +16% | +$8.26K | ﹤0.01% | 2413 |
|
|
2021
Q1 | $51K | Buy |
+1,407
| New | +$51K | ﹤0.01% | 2418 |
|
|
2020
Q4 | – | Sell |
-188
| Closed | -$4K | – | 3529 |
|
|
2020
Q3 | $4K | Sell |
188
-2,106
| -92% | -$44.8K | ﹤0.01% | 2608 |
|
|
2020
Q2 | $45K | Buy |
+2,294
| New | +$45K | ﹤0.01% | 1659 |
|
|
2019
Q2 | – | Sell |
-251
| Closed | -$10K | – | 2025 |
|
|
2019
Q1 | $10K | Sell |
251
-5
| -2% | -$199 | ﹤0.01% | 1396 |
|
|
2018
Q4 | $9K | Hold |
256
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q3 | $11K | Buy |
256
+20
| +8% | +$859 | ﹤0.01% | 1216 |
|
|
2018
Q2 | $11K | Hold |
236
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q1 | $10K | Sell |
236
-19
| -7% | -$805 | ﹤0.01% | 1031 |
|
|
2017
Q4 | $10K | Buy |
+255
| New | +$10K | ﹤0.01% | 1004 |
|