Montgomery Investment 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 | $390K | Sell |
2,107
-100
| -5% | -$18.5K | 0.15% | 72 |
|
2025
Q1 | $343K | Hold |
2,207
| – | – | 0.14% | 74 |
|
2024
Q4 | $399K | Sell |
2,207
-50
| -2% | -$9.05K | 0.16% | 68 |
|
2024
Q3 | $379K | Hold |
2,257
| – | – | 0.14% | 70 |
|
2024
Q2 | $358K | Hold |
2,257
| – | – | 0.14% | 66 |
|
2024
Q1 | $387K | Sell |
2,257
-1,033
| -31% | -$177K | 0.15% | 65 |
|
2023
Q4 | $572K | Buy |
3,290
+20
| +0.6% | +$3.48K | 0.18% | 61 |
|
2023
Q3 | $470K | Hold |
3,270
| – | – | 0.16% | 66 |
|
2023
Q2 | $586K | Buy |
3,270
+400
| +14% | +$71.6K | 0.2% | 59 |
|
2023
Q1 | $444K | Buy |
2,870
+100
| +4% | +$15.5K | 0.16% | 64 |
|
2022
Q4 | $347K | Buy |
2,770
+100
| +4% | +$12.5K | 0.12% | 70 |
|
2022
Q3 | $319K | Buy |
+2,670
| New | +$319K | 0.13% | 69 |
|