WFAG
Wescott Financial Advisory Group’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,333
| Closed | -$233K | – | 172 |
|
|
2024
Q2 | $233K | Hold |
8,333
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $248K | Hold |
8,333
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $261K | Hold |
8,333
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $203K | Hold |
8,333
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $213K | Hold |
8,333
| – | – | 0.04% | 151 |
|
|
2023
Q1 | $256K | Hold |
8,333
| – | – | 0.06% | 133 |
|
|
2022
Q4 | $308K | Hold |
8,333
| – | – | 0.07% | 123 |
|
|
2022
Q3 | $278K | Hold |
8,333
| – | – | 0.08% | 117 |
|
|
2022
Q2 | $264K | Hold |
8,333
| – | – | 0.07% | 114 |
|
|
2022
Q1 | $286K | Hold |
8,333
| – | – | 0.07% | 104 |
|
|
2021
Q4 | $292K | Hold |
8,333
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $284K | Hold |
8,333
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $272K | Hold |
8,333
| – | – | 0.16% | 54 |
|
|
2021
Q1 | $300K | Hold |
8,333
| – | – | 0.19% | 49 |
|
|
2020
Q4 | $250K | Buy |
+8,333
| New | +$250K | 0.18% | 51 |
|