Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$33.4M Sell
968,556
-16,525
-2% -$577K 0.01% 846
2025
Q4
$32.7M Buy
985,081
+21,836
+2% +$706K 0.01% 854
2025
Q3
$30.8M Buy
963,245
+107,842
+13% +$3.44M 0.01% 870
2025
Q2
$27.1M Buy
855,403
+135,687
+19% +$4.1M 0.01% 921
2025
Q1
$22.3M Buy
719,716
+227,549
+46% +$7.6M 0.01% 1067
2024
Q4
$16M Buy
492,167
+58,214
+13% +$1.93M ﹤0.01% 1306
2024
Q3
$12.9M Sell
433,953
-120,706
-22% -$3.7M ﹤0.01% 1454
2024
Q2
$15.5M Sell
554,659
-135,041
-20% -$3.73M ﹤0.01% 1302
2024
Q1
$20.6M Buy
689,700
+6,954
+1% +$203K 0.01% 1158
2023
Q4
$21.4M Buy
682,746
+106,474
+18% +$2.86M 0.01% 1115
2023
Q3
$14.1M Buy
576,272
+87,806
+18% +$2.28M 0.01% 1268
2023
Q2
$12.5M Buy
488,466
+110,397
+29% +$2.88M ﹤0.01% 1368
2023
Q1
$11.6M Buy
378,069
+10,070
+3% +$356K ﹤0.01% 1394
2022
Q4
$13.6M Sell
367,999
-3,531
-1% -$136K 0.01% 1291
2022
Q3
$12.4M Buy
371,530
+46,006
+14% +$1.56M 0.01% 1342
2022
Q2
$10.3M Sell
325,524
-105,066
-24% -$3.46M ﹤0.01% 1483
2022
Q1
$15.1M Sell
430,590
-72,488
-14% -$2.61M ﹤0.01% 1372
2021
Q4
$17M Sell
503,078
-45,616
-8% -$1.6M 0.01% 1328
2021
Q3
$17.1M Sell
548,694
-27,824
-5% -$922K 0.01% 1378
2021
Q2
$20.5M Sell
576,518
-26,486
-4% -$993K 0.01% 1342
2021
Q1
$21.7M Sell
603,004
-12,241
-2% -$403K 0.01% 1254
2020
Q4
$18.4M Sell
615,245
-18,177
-3% -$491K 0.01% 1311
2020
Q3
$13.5M Buy
633,422
+285,406
+82% +$6.07M 0.01% 1312
2020
Q2
$7.07M Buy
348,016
+17,008
+5% +$372K ﹤0.01% 1704
2020
Q1
$7.84M Buy
331,008
+58,050
+21% +$1.81M ﹤0.01% 1442
2019
Q4
$10.3M Sell
272,958
-147,013
-35% -$5.49M ﹤0.01% 1572
2019
Q3
$15.7M Sell
419,971
-12,187
-3% -$442K 0.01% 1287
2019
Q2
$16.7M Buy
+432,158
New +$16.6M 0.01% 1269
2018
Q1
Sell
-16,107
Closed -$655K 1148
2017
Q4
$655K Buy
16,107
+33
+0.2% +$1.35K ﹤0.01% 849
2017
Q3
$659K Buy
16,074
+837
+5% +$32.1K ﹤0.01% 860
2017
Q2
$602K Buy
15,237
+655
+4% +$25.4K ﹤0.01% 891
2017
Q1
$556K Buy
+14,582
New +$589K ﹤0.01% 1135

Other funds holding WSBC