IFP Advisors’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 | $289K | Buy |
1,558
+812
| +109% | +$150K | 0.01% | 1082 |
|
|
2025
Q1 | $116K | Sell |
746
-35
| -4% | -$5.44K | ﹤0.01% | 1443 |
|
|
2024
Q4 | $141K | Buy |
781
+136
| +21% | +$24.6K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $108K | Buy |
645
+173
| +37% | +$29.1K | ﹤0.01% | 1364 |
|
|
2024
Q2 | $74.8K | Buy |
472
+54
| +13% | +$8.56K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $71.6K | Buy |
418
+7
| +2% | +$1.2K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $71.5K | Sell |
411
-24
| -6% | -$4.17K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $62.6K | Buy |
435
+6
| +1% | +$863 | ﹤0.01% | 1461 |
|
|
2023
Q2 | $76.8K | Buy |
429
+7
| +2% | +$1.25K | ﹤0.01% | 1434 |
|
|
2023
Q1 | $26.7K | Sell |
422
-604
| -59% | -$38.2K | ﹤0.01% | 1892 |
|
|
2022
Q4 | $65K | Buy |
1,026
+171
| +20% | +$10.8K | ﹤0.01% | 2056 |
|
|
2022
Q3 | $54K | Buy |
855
+14
| +2% | +$884 | ﹤0.01% | 2315 |
|
|
2022
Q2 | $53K | Hold |
841
| – | – | ﹤0.01% | 2135 |
|
|
2022
Q1 | $53K | Buy |
841
+441
| +110% | +$27.8K | ﹤0.01% | 2135 |
|
|
2021
Q4 | $53K | Hold |
400
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q3 | $46K | Hold |
400
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q2 | $41K | Hold |
400
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q1 | $35K | Sell |
400
-150
| -27% | -$13.1K | ﹤0.01% | 1599 |
|
|
2020
Q4 | $43K | Buy |
550
+100
| +22% | +$7.82K | ﹤0.01% | 1500 |
|
|
2020
Q3 | $20K | Buy |
450
+253
| +128% | +$11.2K | ﹤0.01% | 1656 |
|
|
2020
Q2 | $7K | Buy |
197
+47
| +31% | +$1.67K | ﹤0.01% | 1955 |
|
|
2020
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2156 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3651 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3672 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$1K | – | 3838 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 3694 |
|
|
2018
Q2 | $1K | Buy |
24
+18
| +300% | +$750 | ﹤0.01% | 3731 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3816 |
|
|
2017
Q4 | $0 | Sell |
6
-58
| -91% | – | ﹤0.01% | 4062 |
|
|
2017
Q3 | $4K | Buy |
64
+1
| +2% | +$63 | ﹤0.01% | 3507 |
|
|
2017
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 3510 |
|
|
2017
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 3412 |
|
|
2016
Q4 | $4K | Buy |
63
+3
| +5% | +$190 | ﹤0.01% | 3403 |
|
|
2016
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 3351 |
|
|
2016
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 3369 |
|
|
2016
Q1 | – | Sell |
-128
| Closed | -$6K | – | 3458 |
|
|
2015
Q4 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 2872 |
|