JFS Wealth Advisors’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317 | Sell |
10
-48
| -83% | -$1.52K | ﹤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% | +$60 | ﹤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% | +$1.41K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $269 | Sell |
11
-24
| -69% | -$587 | ﹤0.01% | 1827 |
|
|
2023
Q2 | $897 | Sell |
35
-1
| -3% | -$26 | ﹤0.01% | 1642 |
|
|
2023
Q1 | $1.11K | Sell |
36
-27
| -43% | -$829 | ﹤0.01% | 1552 |
|
|
2022
Q4 | $2.33K | Buy |
63
+8
| +15% | +$296 | ﹤0.01% | 1317 |
|
|
2022
Q3 | $2K | Buy |
55
+16
| +41% | +$582 | ﹤0.01% | 1430 |
|
|
2022
Q2 | $1K | Sell |
39
-4
| -9% | -$103 | ﹤0.01% | 1682 |
|
|
2022
Q1 | $1K | Buy |
43
+25
| +139% | +$581 | ﹤0.01% | 1760 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1617 |
|
|
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% | -$135 | 0.1% | 104 |
|
|
2018
Q1 | $351K | Buy |
8,302
+3
| +0% | +$127 | 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 | +$328K | 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 | +$15K | 0.01% | 315 |
|