Heritage Wealth Management (Ohio)’s WESCO International WCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
3,880
-300
-7% -$55.6K 0.23% 105
2025
Q1
$649K Sell
4,180
-325
-7% -$50.5K 0.22% 110
2024
Q4
$815K Hold
4,505
0.27% 96
2024
Q3
$757K Sell
4,505
-175
-4% -$29.4K 0.25% 102
2024
Q2
$723K Buy
+4,680
New +$723K 0.24% 103