Creative Planning’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $976K | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $890K | Buy |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $380K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $30K | Buy |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $13K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $22K | Sell |
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|
2014
Q2 | $34K | Buy |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $25K | Hold |
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|
2013
Q3 | $21K | Sell |
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|
2013
Q2 | $21K | Buy |
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