Steward Partners Investment Advisory’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 | $957K | Sell |
5,168
-1,550
| -23% | -$287K | 0.01% | 1008 |
|
|
2025
Q1 | $1.04M | Buy |
6,718
+393
| +6% | +$61K | 0.01% | 901 |
|
|
2024
Q4 | $1.14M | Buy |
6,325
+1,306
| +26% | +$236K | 0.01% | 826 |
|
|
2024
Q3 | $843K | Sell |
5,019
-7,810
| -61% | -$1.31M | 0.01% | 918 |
|
|
2024
Q2 | $2.03M | Buy |
12,829
+613
| +5% | +$97.2K | 0.02% | 575 |
|
|
2024
Q1 | $2.09M | Buy |
12,216
+3,484
| +40% | +$597K | 0.02% | 575 |
|
|
2023
Q4 | $1.52M | Buy |
8,732
+1,285
| +17% | +$223K | 0.02% | 586 |
|
|
2023
Q3 | $1.07M | Buy |
7,447
+2,854
| +62% | +$410K | 0.02% | 651 |
|
|
2023
Q2 | $822K | Buy |
4,593
+205
| +5% | +$36.7K | 0.01% | 760 |
|
|
2023
Q1 | $678K | Sell |
4,388
-401
| -8% | -$62K | 0.01% | 811 |
|
|
2022
Q4 | $600K | Sell |
4,789
-404
| -8% | -$50.6K | 0.01% | 830 |
|
|
2022
Q3 | $620K | Buy |
5,193
+517
| +11% | +$61.7K | 0.01% | 789 |
|
|
2022
Q2 | $501K | Buy |
4,676
+486
| +12% | +$52.1K | 0.01% | 849 |
|
|
2022
Q1 | $545K | Buy |
4,190
+2,162
| +107% | +$281K | 0.01% | 900 |
|
|
2021
Q4 | $267K | Sell |
2,028
-32
| -2% | -$4.21K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $238K | Buy |
2,060
+20
| +1% | +$2.31K | ﹤0.01% | 1206 |
|
|
2021
Q2 | $210K | Sell |
2,040
-2,940
| -59% | -$303K | ﹤0.01% | 1506 |
|
|
2021
Q1 | $431K | Buy |
4,980
+1,706
| +52% | +$148K | 0.01% | 943 |
|
|
2020
Q4 | $257K | Buy |
3,274
+1,117
| +52% | +$87.7K | 0.01% | 969 |
|
|
2020
Q3 | $95K | Buy |
2,157
+1,807
| +516% | +$79.6K | ﹤0.01% | 1242 |
|
|
2020
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 1978 |
|
|
2020
Q1 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 1997 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$5K | – | 1568 |
|
|
2016
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 671 |
|