Carson Wealth (CWM LLC)’s WESCO International WCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
9,399
-5,923
| -39% | -$1.1M | 0.01% | 998 |
|
|
2025
Q1 | $2.38M | Buy |
15,322
+9,055
| +144% | +$1.41M | 0.01% | 774 |
|
|
2024
Q4 | $1.13M | Buy |
6,267
+234
| +4% | +$42.3K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $1.01M | Buy |
6,033
+1,047
| +21% | +$176K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $790K | Buy |
4,986
+3,699
| +287% | +$586K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $220K | Buy |
1,287
+341
| +36% | +$58.3K | ﹤0.01% | 1469 |
|
|
2023
Q4 | $165K | Buy |
946
+16
| +2% | +$2.79K | ﹤0.01% | 1502 |
|
|
2023
Q3 | $134K | Sell |
930
-40
| -4% | -$5.76K | ﹤0.01% | 1479 |
|
|
2023
Q2 | $174K | Buy |
970
+592
| +157% | +$106K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $58K | Sell |
378
-62
| -14% | -$9.51K | ﹤0.01% | 1781 |
|
|
2022
Q4 | $55K | Buy |
440
+78
| +22% | +$9.75K | ﹤0.01% | 1681 |
|
|
2022
Q3 | $43K | Buy |
362
+211
| +140% | +$25.1K | ﹤0.01% | 1737 |
|
|
2022
Q2 | $16K | Buy |
151
+4
| +3% | +$424 | ﹤0.01% | 2280 |
|
|
2022
Q1 | $19K | Buy |
147
+22
| +18% | +$2.84K | ﹤0.01% | 2116 |
|
|
2021
Q4 | $16K | Buy |
+125
| New | +$16K | ﹤0.01% | 2118 |
|
|
2021
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q3 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q3 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q1 | $13K | Buy |
130
+109
| +519% | +$10.9K | ﹤0.01% | 2000 |
|
|
2018
Q4 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 2004 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1763 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1330 |
|
|
2016
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1006 |
|