PJWM
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Philip James Wealth Mangement’s WesBanco WSBC Stock Holding History

Philip James Wealth Mangement’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Hold
7,845
– – 0.03% 141
2025
Q4 		$261K Hold
7,845
– – 0.03% 154
2025
Q3 		$250K Hold
7,845
– – 0.03% 164
2025
Q2 		$248K Hold
7,845
– – 0.03% 148
2025
Q1 		$243K Hold
7,845
– – 0.03% 151
2024
Q4 		$255K Hold
7,845
– – 0.03% 146
2024
Q3 		$234K Buy
+7,845
New +$241K 0.03% 147

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VPM
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VCM
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NAMI
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State Street
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Geode Capital Management
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Goldman Sachs
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HRCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return