EP Wealth Advisors’s WESCO International WCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Buy	+793	New	+$223K	﹤0.01%	1367
2024 Q4	–	Sell	-2,554	Closed	-$429K	–	1328
2024 Q3	$429K	Buy	2,554 +7	+0.3%	+$1.14K	﹤0.01%	736
2024 Q2	$404K	Buy	2,547 +7	+0.3%	+$1.19K	﹤0.01%	584
2024 Q1	$435K	Buy	2,540 +19	+0.8%	+$3.14K	0.01%	547
2023 Q4	$438K	Buy	2,521 +2	+0.1%	+$300	0.01%	514
2023 Q3	$362K	Sell	2,519 -10,481	-81%	-$1.69M	0.01%	523
2023 Q2	$451K	Sell	13,000 -38,134	-75%	-$5.56M	0.01%	487
2023 Q1	$772K	Buy	51,134 +48,615	+1,930%	+$7.28M	0.01%	337
2022 Q4	$315K	Buy	+2,519	New	+$317K	0.01%	460
2022 Q3	–	Sell	-3,277	Closed	-$351K	–	650
2022 Q2	$351K	Buy	3,277 +623	+23%	+$76.8K	0.01%	449
2022 Q1	$345K	Buy	2,654 +135	+5%	+$16.9K	0.01%	464
2021 Q4	$331K	Hold	2,519	–	–	0.01%	442
2021 Q3	$290K	Buy	2,519 +19	+0.8%	+$2.09K	0.01%	439
2021 Q2	$257K	Hold	2,500	–	–	0.01%	474
2021 Q1	$216K	Buy	+2,500	New	+$210K	0.01%	465