Creative Planning’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 | $1.2M | Sell |
6,503
-1,151
| -15% | -$213K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $1.19M | Buy |
7,654
+683
| +10% | +$106K | ﹤0.01% | 1577 |
|
|
2024
Q4 | $1.26M | Buy |
6,971
+404
| +6% | +$73.1K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $1.1M | Buy |
6,567
+223
| +4% | +$37.5K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $1.01M | Buy |
6,344
+515
| +9% | +$81.6K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $998K | Sell |
5,829
-409
| -7% | -$70K | ﹤0.01% | 1334 |
|
|
2023
Q4 | $1.08M | Sell |
6,238
-551
| -8% | -$95.8K | ﹤0.01% | 1183 |
|
|
2023
Q3 | $976K | Buy |
6,789
+119
| +2% | +$17.1K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $1.19M | Buy |
6,670
+909
| +16% | +$163K | ﹤0.01% | 1041 |
|
|
2023
Q1 | $890K | Buy |
5,761
+174
| +3% | +$26.9K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $699K | Buy |
5,587
+2,078
| +59% | +$260K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $419K | Buy |
3,509
+105
| +3% | +$12.5K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $365K | Buy |
3,404
+162
| +5% | +$17.4K | ﹤0.01% | 1475 |
|
|
2022
Q1 | $422K | Buy |
3,242
+24
| +0.7% | +$3.12K | ﹤0.01% | 1421 |
|
|
2021
Q4 | $423K | Buy |
3,218
+550
| +21% | +$72.3K | ﹤0.01% | 1405 |
|
|
2021
Q3 | $308K | Sell |
2,668
-1,028
| -28% | -$119K | ﹤0.01% | 1575 |
|
|
2021
Q2 | $380K | Buy |
+3,696
| New | +$380K | ﹤0.01% | 1424 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$26K | – | 3588 |
|
|
2017
Q2 | $26K | Hold |
450
| – | – | ﹤0.01% | 2974 |
|
|
2017
Q1 | $31K | Hold |
450
| – | – | ﹤0.01% | 2794 |
|
|
2016
Q4 | $30K | Buy |
450
+170
| +61% | +$11.3K | ﹤0.01% | 2768 |
|
|
2016
Q3 | $17K | Hold |
280
| – | – | ﹤0.01% | 3136 |
|
|
2016
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 2995 |
|
|
2016
Q1 | $15K | Hold |
280
| – | – | ﹤0.01% | 2947 |
|
|
2015
Q4 | $12K | Hold |
280
| – | – | ﹤0.01% | 3152 |
|
|
2015
Q3 | $13K | Buy |
+280
| New | +$13K | ﹤0.01% | 3019 |
|
|
2015
Q2 | – | Sell |
-280
| Closed | -$20K | – | 2871 |
|
|
2015
Q1 | $20K | Hold |
280
| – | – | ﹤0.01% | 2700 |
|
|
2014
Q4 | $21K | Hold |
280
| – | – | ﹤0.01% | 2590 |
|
|
2014
Q3 | $22K | Sell |
280
-108
| -28% | -$8.49K | ﹤0.01% | 2466 |
|
|
2014
Q2 | $34K | Buy |
388
+108
| +39% | +$9.46K | ﹤0.01% | 2121 |
|
|
2014
Q1 | $23K | Hold |
280
| – | – | ﹤0.01% | 2265 |
|
|
2013
Q4 | $25K | Hold |
280
| – | – | ﹤0.01% | 2059 |
|
|
2013
Q3 | $21K | Sell |
280
-30
| -10% | -$2.25K | ﹤0.01% | 2076 |
|
|
2013
Q2 | $21K | Buy |
+310
| New | +$21K | ﹤0.01% | 1910 |
|