Institute for Wealth Management’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 | $382K | Hold |
2,064
| – | – | 0.04% | 372 |
|
2025
Q1 | $321K | Hold |
2,064
| – | – | 0.04% | 395 |
|
2024
Q4 | $374K | Buy |
2,064
+310
| +18% | +$56.1K | 0.05% | 352 |
|
2024
Q3 | $295K | Hold |
1,754
| – | – | 0.04% | 417 |
|
2024
Q2 | $278K | Buy |
1,754
+244
| +16% | +$38.7K | 0.04% | 402 |
|
2024
Q1 | $259K | Buy |
+1,510
| New | +$259K | 0.03% | 417 |
|