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 |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $216K | Buy |
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