Geneos Wealth Management’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 | – | Sell |
-226
| Closed | -$41.9K | – | 3190 |
|
|
2025
Q2 | $41.9K | Sell |
226
-180
| -44% | -$29.7K | ﹤0.01% | 1671 |
|
|
2025
Q1 | $63.1K | Buy |
406
+393
| +3,023% | +$70.3K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $2.35K | Buy |
13
+5
| +63% | +$945 | ﹤0.01% | 2554 |
|
|
2024
Q3 | $1.34K | Buy |
+8
| New | +$1.3K | ﹤0.01% | 2386 |
|
|
2024
Q1 | – | Sell |
-18
| Closed | -$3.13K | – | 2227 |
|
|
2023
Q4 | $3.13K | Hold |
18
| – | – | ﹤0.01% | 1836 |
|
|
2023
Q3 | $2.59K | Hold |
18
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q2 | $3.22K | Hold |
18
| – | – | ﹤0.01% | 1843 |
|
|
2023
Q1 | $2.78K | Buy |
+18
| New | +$2.7K | ﹤0.01% | 1844 |
|
|
2022
Q3 | – | Sell |
-6,650
| Closed | -$703K | – | 2606 |
|
|
2022
Q2 | $703K | Hold |
6,650
| – | – | 0.03% | 412 |
|
|
2022
Q1 | $865K | Hold |
6,650
| – | – | 0.04% | 399 |
|
|
2021
Q4 | $875K | Sell |
6,650
-12,000
| -64% | -$1.53M | 0.03% | 435 |
|
|
2021
Q3 | $2.24M | Hold |
18,650
| – | – | 0.09% | 228 |
|
|
2021
Q2 | $1.93M | Sell |
18,650
-59
| -0.3% | -$5.87K | 0.08% | 245 |
|
|
2021
Q1 | $1.72M | Hold |
18,709
| – | – | 0.05% | 310 |
|
|
2020
Q4 | $1.62M | Sell |
18,709
-12,114
| -39% | -$718K | 0.07% | 263 |
|
|
2020
Q3 | $1.28M | Hold |
30,823
| – | – | 0.07% | 256 |
|
|
2020
Q2 | $1.04M | Buy |
30,823
+37
| +0.1% | +$1.11K | 0.06% | 278 |
|
|
2020
Q1 | $707K | Buy |
30,786
+136
| +0.4% | +$5.8K | 0.05% | 314 |
|
|
2019
Q4 | $1.82M | Sell |
30,650
-200
| -0.6% | -$10.4K | 0.1% | 217 |
|
|
2019
Q3 | $1.46M | Hold |
30,850
| – | – | 0.09% | 223 |
|
|
2019
Q2 | $1.56M | Hold |
30,850
| – | – | 0.1% | 206 |
|
|
2019
Q1 | $1.64M | Hold |
30,850
| – | – | 0.11% | 198 |
|
|
2018
Q4 | $1.45M | Hold |
30,850
| – | – | 0.11% | 191 |
|
|
2018
Q3 | $1.9M | Hold |
30,850
| – | – | 0.13% | 181 |
|
|
2018
Q2 | $1.76M | Buy |
30,850
+100
| +0.3% | +$6.06K | 0.14% | 154 |
|
|
2018
Q1 | $1.91M | Buy |
+30,750
| New | +$1.98M | 0.17% | 130 |
|
|
2017
Q2 | – | Sell |
-30
| Closed | -$2K | – | 2143 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1931 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2008 |
|
|
2016
Q3 | $1K | Buy |
+30
| New | +$1.72K | ﹤0.01% | 1935 |
|
Other funds holding WCC
BG
