Harbor Investment Advisory’s WesBanco WSBC Stock Holding History

Harbor Investment Advisory’s Portfolio WSBC Stock Details WSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-248	Closed	-$8.55K	–	1380
2026 Q1	$8.55K	Buy	+248	New	+$8.65K	﹤0.01%	932
2023 Q3	–	Sell	-1,466	Closed	-$37.5K	–	1353
2023 Q2	$37.5K	Hold	1,466	–	–	0.01%	781
2023 Q1	$45K	Hold	1,466	–	–	0.01%	739
2022 Q4	$54.2K	Hold	1,466	–	–	0.01%	676
2022 Q3	$49K	Hold	1,466	–	–	0.01%	710
2022 Q2	$46K	Hold	1,466	–	–	0.01%	725
2022 Q1	$50K	Hold	1,466	–	–	0.01%	751
2021 Q4	$51K	Hold	1,466	–	–	0.01%	746
2021 Q3	$50K	Hold	1,466	–	–	0.01%	743
2021 Q2	$52K	Hold	1,466	–	–	0.01%	698
2021 Q1	$53K	Hold	1,466	–	–	0.01%	669
2020 Q4	$44K	Buy	1,466 +460	+46%	+$12.4K	0.01%	661
2020 Q3	$21K	Buy	1,006 +509	+102%	+$10.8K	﹤0.01%	730
2020 Q2	$10K	Buy	497 +102	+26%	+$2.23K	﹤0.01%	793
2020 Q1	$9K	Buy	+395	New	+$12.3K	﹤0.01%	776

Other funds holding WSBC

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return