Altshuler Shaham’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
4,722
+1,279
| +37% | +$133K | 0.02% | 108 |
|
|
2025
Q1 | $375K | Buy |
3,443
+2,328
| +209% | +$254K | 0.01% | 98 |
|
|
2024
Q4 | $105K | Buy |
+1,115
| New | +$105K | ﹤0.01% | 115 |
|
|
2023
Q1 | – | Sell |
-493
| Closed | -$46.2K | – | 457 |
|
|
2022
Q4 | $46.2K | Buy |
493
+2
| +0.4% | +$188 | ﹤0.01% | 231 |
|
|
2022
Q3 | $45K | Sell |
491
-41
| -8% | -$3.76K | ﹤0.01% | 254 |
|
|
2022
Q2 | $54K | Buy |
+532
| New | +$54K | ﹤0.01% | 231 |
|
|
2021
Q4 | – | Sell |
-672
| Closed | -$60K | – | 611 |
|
|
2021
Q3 | $60K | Sell |
672
-64
| -9% | -$5.71K | ﹤0.01% | 379 |
|
|
2021
Q2 | $65K | Buy |
+736
| New | +$65K | ﹤0.01% | 395 |
|
|
2020
Q2 | – | Sell |
-1,570
| Closed | -$138K | – | 581 |
|
|
2020
Q1 | $138K | Sell |
1,570
-1,234
| -44% | -$108K | 0.01% | 136 |
|
|
2019
Q4 | $259K | Buy |
2,804
+583
| +26% | +$53.9K | 0.01% | 126 |
|
|
2019
Q3 | $211K | Buy |
2,221
+1,105
| +99% | +$105K | 0.01% | 152 |
|
|
2019
Q2 | $93K | Buy |
1,116
+557
| +100% | +$46.4K | ﹤0.01% | 150 |
|
|
2019
Q1 | $44K | Buy |
559
+181
| +48% | +$14.2K | ﹤0.01% | 153 |
|
|
2018
Q4 | $26K | Buy |
378
+20
| +6% | +$1.38K | ﹤0.01% | 154 |
|
|
2018
Q3 | $24K | Buy |
358
+296
| +477% | +$19.8K | ﹤0.01% | 168 |
|
|
2018
Q2 | $4K | Sell |
62
-221
| -78% | -$14.3K | ﹤0.01% | 198 |
|
|
2018
Q1 | $18K | Buy |
283
+6
| +2% | +$382 | ﹤0.01% | 145 |
|
|
2017
Q4 | $18K | Buy |
+277
| New | +$18K | ﹤0.01% | 142 |
|