AO
Advisor OS’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
3,187
-58
| -2% | -$6.04K | 0.03% | 333 |
|
|
2025
Q1 | $354K | Buy |
3,245
+23
| +0.7% | +$2.51K | 0.04% | 293 |
|
|
2024
Q4 | $303K | Buy |
3,222
+110
| +4% | +$10.3K | 0.04% | 321 |
|
|
2024
Q3 | $299K | Sell |
3,112
-2,465
| -44% | -$237K | 0.03% | 324 |
|
|
2024
Q2 | $438K | Buy |
5,577
+364
| +7% | +$28.6K | 0.05% | 252 |
|
|
2024
Q1 | $428K | Buy |
5,213
+419
| +9% | +$34.4K | 0.05% | 257 |
|
|
2023
Q4 | $404K | Buy |
4,794
+2,108
| +78% | +$177K | 0.05% | 231 |
|
|
2023
Q3 | $216K | Sell |
2,686
-10
| -0.4% | -$806 | 0.03% | 267 |
|
|
2023
Q2 | $238K | Buy |
+2,696
| New | +$238K | 0.04% | 265 |
|
|
2022
Q4 | – | Sell |
-2,627
| Closed | -$235K | – | 221 |
|
|
2022
Q3 | $235K | Buy |
+2,627
| New | +$235K | 0.07% | 176 |
|