Carson Wealth (CWM LLC)’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
23,422
+11,021
| +89% | +$349K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $384K | Buy |
12,401
+9,891
| +394% | +$306K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $82K | Buy |
2,510
+438
| +21% | +$14.3K | ﹤0.01% | 2422 |
|
|
2024
Q3 | $62K | Buy |
2,072
+1,319
| +175% | +$39.5K | ﹤0.01% | 2539 |
|
|
2024
Q2 | $21K | Buy |
753
+339
| +82% | +$9.45K | ﹤0.01% | 3095 |
|
|
2024
Q1 | $12K | Buy |
414
+147
| +55% | +$4.26K | ﹤0.01% | 3249 |
|
|
2023
Q4 | $8K | Buy |
267
+183
| +218% | +$5.48K | ﹤0.01% | 3317 |
|
|
2023
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 3872 |
|
|
2023
Q2 | $2K | Sell |
84
-65
| -44% | -$1.55K | ﹤0.01% | 3856 |
|
|
2023
Q1 | $5K | Sell |
149
-81
| -35% | -$2.72K | ﹤0.01% | 3330 |
|
|
2022
Q4 | $9K | Buy |
230
+223
| +3,186% | +$8.73K | ﹤0.01% | 2887 |
|
|
2022
Q3 | $0 | Sell |
7
-35
| -83% | – | ﹤0.01% | 4193 |
|
|
2022
Q2 | $1K | Sell |
42
-289
| -87% | -$6.88K | ﹤0.01% | 3656 |
|
|
2022
Q1 | $11K | Buy |
331
+318
| +2,446% | +$10.6K | ﹤0.01% | 2446 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3641 |
|
|
2019
Q1 | – | Sell |
-397
| Closed | -$15K | – | 3277 |
|
|
2018
Q4 | $15K | Buy |
397
+28
| +8% | +$1.06K | ﹤0.01% | 1221 |
|
|
2018
Q3 | $16K | Hold |
369
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q2 | $17K | Hold |
369
| – | – | ﹤0.01% | 873 |
|
|
2018
Q1 | $16K | Sell |
369
-65
| -15% | -$2.82K | ﹤0.01% | 756 |
|
|
2017
Q4 | $18K | Hold |
434
| – | – | ﹤0.01% | 726 |
|
|
2017
Q3 | $18K | Buy |
434
+65
| +18% | +$2.7K | ﹤0.01% | 732 |
|
|
2017
Q2 | $15K | Hold |
369
| – | – | ﹤0.01% | 700 |
|
|
2017
Q1 | $14K | Buy |
+369
| New | +$14K | ﹤0.01% | 688 |
|