NWM
Nicola Wealth Management’s WESCO International WCC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-75,300
| Closed | -$11.7M | – | 119 |
|
2025
Q1 | $11.7M | Hold |
75,300
| – | – | 1.14% | 34 |
|
2024
Q4 | $13.6M | Sell |
75,300
-33,000
| -30% | -$5.97M | 1.29% | 33 |
|
2024
Q3 | $18.2M | Hold |
108,300
| – | – | 1.44% | 29 |
|
2024
Q2 | $17.2M | Buy |
108,300
+6,500
| +6% | +$1.03M | 1.53% | 24 |
|
2024
Q1 | $17.4M | Hold |
101,800
| – | – | 1.69% | 22 |
|
2023
Q4 | $17.7M | Buy |
101,800
+15,000
| +17% | +$2.61M | 1.86% | 20 |
|
2023
Q3 | $12.5M | Hold |
86,800
| – | – | 1.35% | 28 |
|
2023
Q2 | $15.5M | Buy |
86,800
+18,000
| +26% | +$3.22M | 1.53% | 24 |
|
2023
Q1 | $10.6M | Buy |
68,800
+15,000
| +28% | +$2.32M | 1.05% | 38 |
|
2022
Q4 | $6.74M | Buy |
53,800
+19,800
| +58% | +$2.48M | 0.68% | 45 |
|
2022
Q3 | $4.06M | Buy |
+34,000
| New | +$4.06M | 0.45% | 72 |
|