Abound Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75K | Hold |
55
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $6.02K | Hold |
55
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $5.19K | Sell |
55
-1
| -2% | -$94 | ﹤0.01% | 519 |
|
|
2024
Q3 | $5.4K | Buy |
56
+7
| +14% | +$675 | ﹤0.01% | 531 |
|
|
2024
Q2 | $3.85K | Hold |
49
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $4.03K | Hold |
49
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $4.13K | Sell |
49
-5
| -9% | -$421 | ﹤0.01% | 552 |
|
|
2023
Q3 | $4.35K | Buy |
54
+1
| +2% | +$81 | ﹤0.01% | 496 |
|
|
2023
Q2 | $4.68K | Buy |
53
+4
| +8% | +$354 | ﹤0.01% | 497 |
|
|
2023
Q1 | $4.65K | Hold |
49
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $4.6K | Buy |
49
+43
| +717% | +$4.04K | ﹤0.01% | 367 |
|
|
2022
Q3 | $541 | Buy |
+6
| New | +$541 | ﹤0.01% | 657 |
|