Allworth Financial’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
Q2 | $4.51M | Buy |
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|
2025
Q1 | $3.86M | Sell |
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|
2024
Q4 | $3.51M | Buy |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $929K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $190K | Buy |
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|
2021
Q1 | $160K | Buy |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $135K | Buy |
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|
2020
Q2 | $122K | Sell |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $157K | Buy |
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|
2019
Q3 | $131K | Buy |
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|
2019
Q2 | $107K | Buy |
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|
2019
Q1 | $102K | Buy |
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|
2018
Q4 | $69K | Hold |
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|
2018
Q3 | $67K | Sell |
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|
2018
Q2 | $67K | Buy |
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|
2018
Q1 | $63K | Sell |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $61K | Sell |
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|
2017
Q1 | $76K | Sell |
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|
2016
Q4 | $76K | Hold |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $86K | Buy |
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $71K | Buy |
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|
2015
Q3 | $70K | Hold |
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|
2015
Q2 | $61K | Hold |
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|
2015
Q1 | $67K | Buy |
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