Creative Planning’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
93,481
-4,722
| -5% | -$149K | ﹤0.01% | 1041 |
|
|
2025
Q1 | $3.04M | Buy |
98,203
+51,464
| +110% | +$1.59M | ﹤0.01% | 926 |
|
|
2024
Q4 | $1.52M | Buy |
46,739
+9,390
| +25% | +$306K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $1.11M | Buy |
37,349
+5,552
| +17% | +$165K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $887K | Buy |
31,797
+4,945
| +18% | +$138K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $800K | Buy |
26,852
+2,755
| +11% | +$82.1K | ﹤0.01% | 1501 |
|
|
2023
Q4 | $756K | Sell |
24,097
-9,425
| -28% | -$296K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $819K | Buy |
33,522
+1,099
| +3% | +$26.8K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $830K | Buy |
32,423
+7,789
| +32% | +$199K | ﹤0.01% | 1225 |
|
|
2023
Q1 | $756K | Sell |
24,634
-6,964
| -22% | -$214K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $1.17M | Sell |
31,598
-1,097
| -3% | -$40.6K | ﹤0.01% | 963 |
|
|
2022
Q3 | $1.09M | Buy |
32,695
+1,918
| +6% | +$64K | ﹤0.01% | 928 |
|
|
2022
Q2 | $976K | Hold |
30,777
| – | – | ﹤0.01% | 987 |
|
|
2022
Q1 | $1.06M | Buy |
30,777
+54
| +0.2% | +$1.86K | ﹤0.01% | 956 |
|
|
2021
Q4 | $1.08M | Buy |
30,723
+6,426
| +26% | +$225K | ﹤0.01% | 927 |
|
|
2021
Q3 | $828K | Buy |
24,297
+24
| +0.1% | +$818 | ﹤0.01% | 1040 |
|
|
2021
Q2 | $865K | Sell |
24,273
-2,394
| -9% | -$85.3K | ﹤0.01% | 1003 |
|
|
2021
Q1 | $962K | Sell |
26,667
-6,606
| -20% | -$238K | ﹤0.01% | 1037 |
|
|
2020
Q4 | $997K | Sell |
33,273
-3,875
| -10% | -$116K | ﹤0.01% | 939 |
|
|
2020
Q3 | $793K | Buy |
37,148
+602
| +2% | +$12.9K | ﹤0.01% | 891 |
|
|
2020
Q2 | $742K | Buy |
36,546
+3,785
| +12% | +$76.8K | ﹤0.01% | 849 |
|
|
2020
Q1 | $776K | Buy |
32,761
+920
| +3% | +$21.8K | ﹤0.01% | 738 |
|
|
2019
Q4 | $1.2M | Sell |
31,841
-81
| -0.3% | -$3.06K | ﹤0.01% | 705 |
|
|
2019
Q3 | $1.19M | Sell |
31,922
-8,494
| -21% | -$317K | ﹤0.01% | 684 |
|
|
2019
Q2 | $1.56M | Hold |
40,416
| – | – | 0.01% | 571 |
|
|
2019
Q1 | $1.61M | Sell |
40,416
-1,414
| -3% | -$56.2K | 0.01% | 542 |
|
|
2018
Q4 | $1.54M | Sell |
41,830
-3,450
| -8% | -$127K | 0.01% | 494 |
|
|
2018
Q3 | $2.02M | Hold |
45,280
| – | – | 0.01% | 479 |
|
|
2018
Q2 | $2.04M | Sell |
45,280
-5,016
| -10% | -$226K | 0.01% | 465 |
|
|
2018
Q1 | $2.13M | Sell |
50,296
-12,320
| -20% | -$521K | 0.01% | 445 |
|
|
2017
Q4 | $2.55M | Buy |
62,616
+54,503
| +672% | +$2.22M | 0.01% | 403 |
|
|
2017
Q3 | $333K | Hold |
8,113
| – | – | ﹤0.01% | 1260 |
|
|
2017
Q2 | $321K | Hold |
8,113
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q1 | $309K | Hold |
8,113
| – | – | ﹤0.01% | 1233 |
|
|
2016
Q4 | $349K | Hold |
8,113
| – | – | ﹤0.01% | 1106 |
|
|
2016
Q3 | $267K | Buy |
+8,113
| New | +$267K | ﹤0.01% | 1241 |
|
|
2015
Q2 | – | Sell |
-34,656
| Closed | -$1.13M | – | 2894 |
|
|
2015
Q1 | $1.13M | Hold |
34,656
| – | – | 0.01% | 421 |
|
|
2014
Q4 | $1.21M | Hold |
34,656
| – | – | 0.01% | 392 |
|
|
2014
Q3 | $1.06M | Hold |
34,656
| – | – | 0.01% | 385 |
|
|
2014
Q2 | $1.08M | Hold |
34,656
| – | – | 0.01% | 368 |
|
|
2014
Q1 | $1.1M | Hold |
34,656
| – | – | 0.02% | 338 |
|
|
2013
Q4 | $1.11M | Hold |
34,656
| – | – | 0.02% | 279 |
|
|
2013
Q3 | $1.03M | Hold |
34,656
| – | – | 0.02% | 258 |
|
|
2013
Q2 | $916K | Buy |
+34,656
| New | +$916K | 0.02% | 250 |
|