JFS Wealth Advisors’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1608 |
|
|
2026
Q1 | $1.77K | Buy |
51
+8
| +19% | +$279 | ﹤0.01% | 1543 |
|
|
2025
Q4 | $1.44K | Buy |
43
+33
| +330% | +$1.07K | ﹤0.01% | 1634 |
|
|
2025
Q3 | $320 | Hold |
10
| – | – | ﹤0.01% | 1810 |
|
|
2025
Q2 | $317 | Sell |
10
-48
| -83% | -$1.45K | ﹤0.01% | 1754 |
|
|
2025
Q1 | $1.8K | Hold |
58
| – | – | ﹤0.01% | 1502 |
|
|
2024
Q4 | $1.89K | Hold |
58
| – | – | ﹤0.01% | 1496 |
|
|
2024
Q3 | $1.73K | Buy |
58
+2
| +4% | +$61 | ﹤0.01% | 1552 |
|
|
2024
Q2 | $1.56K | Hold |
56
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q1 | $1.67K | Hold |
56
| – | – | ﹤0.01% | 1509 |
|
|
2023
Q4 | $1.76K | Buy |
56
+45
| +409% | +$1.21K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $269 | Sell |
11
-24
| -69% | -$624 | ﹤0.01% | 1827 |
|
|
2023
Q2 | $897 | Sell |
35
-1
| -3% | -$26 | ﹤0.01% | 1642 |
|
|
2023
Q1 | $1.11K | Sell |
36
-27
| -43% | -$955 | ﹤0.01% | 1552 |
|
|
2022
Q4 | $2.33K | Buy |
63
+8
| +15% | +$307 | ﹤0.01% | 1317 |
|
|
2022
Q3 | $2K | Buy |
55
+16
| +41% | +$543 | ﹤0.01% | 1430 |
|
|
2022
Q2 | $1K | Sell |
39
-4
| -9% | -$132 | ﹤0.01% | 1682 |
|
|
2022
Q1 | $1K | Buy |
43
+25
| +139% | +$901 | ﹤0.01% | 1760 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$633 | ﹤0.01% | 1619 |
|
|
2019
Q4 | – | Sell |
-8,299
| Closed | -$310K | – | 556 |
|
|
2019
Q3 | $310K | Hold |
8,299
| – | – | 0.08% | 116 |
|
|
2019
Q2 | $320K | Hold |
8,299
| – | – | 0.08% | 116 |
|
|
2019
Q1 | $330K | Hold |
8,299
| – | – | 0.09% | 111 |
|
|
2018
Q4 | $304K | Hold |
8,299
| – | – | 0.08% | 113 |
|
|
2018
Q3 | $370K | Hold |
8,299
| – | – | 0.1% | 107 |
|
|
2018
Q2 | $374K | Sell |
8,299
-3
| -0% | -$136 | 0.1% | 104 |
|
|
2018
Q1 | $351K | Buy |
8,302
+3
| +0% | +$126 | 0.09% | 107 |
|
|
2017
Q4 | $337K | Hold |
8,299
| – | – | 0.08% | 105 |
|
|
2017
Q3 | $340K | Hold |
8,299
| – | – | 0.09% | 101 |
|
|
2017
Q2 | $328K | Buy |
+8,299
| New | +$322K | 0.09% | 96 |
|
|
2015
Q4 | – | Sell |
-465
| Closed | -$15K | – | 564 |
|
|
2015
Q3 | $15K | Hold |
465
| – | – | 0.01% | 303 |
|
|
2015
Q2 | $16K | Hold |
465
| – | – | 0.01% | 314 |
|
|
2015
Q1 | $15K | Buy |
+465
| New | +$15.1K | 0.01% | 315 |
|
Other funds holding WSBC
MNBTD
DPW
DC
CWP
BFA
HWAM
CA
KTC
HNB