Abound Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.21K | Sell |
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|
2025
Q2 | $5.75K | Hold |
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|
2025
Q1 | $6.02K | Hold |
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|
2024
Q4 | $5.19K | Sell |
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|
2024
Q3 | $5.4K | Buy |
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|
2024
Q2 | $3.85K | Hold |
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|
2024
Q1 | $4.03K | Hold |
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|
2023
Q4 | $4.13K | Sell |
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|
2023
Q3 | $4.35K | Buy |
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|
2023
Q2 | $4.68K | Buy |
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|
2023
Q1 | $4.65K | Hold |
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|
2022
Q4 | $4.6K | Buy |
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|
2022
Q3 | $541 | Buy |
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