Atria Wealth Solutions’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 | $488K | Sell |
4,684
-4,728
| -50% | -$493K | 0.01% | 921 |
|
|
2025
Q1 | $1.03M | Sell |
9,412
-10,982
| -54% | -$1.2M | 0.01% | 879 |
|
|
2024
Q4 | $1.92M | Buy |
20,394
+6,434
| +46% | +$605K | 0.02% | 655 |
|
|
2024
Q3 | $1.34M | Buy |
13,960
+761
| +6% | +$73.2K | 0.01% | 801 |
|
|
2024
Q2 | $1.04M | Buy |
13,199
+2,151
| +19% | +$169K | 0.01% | 878 |
|
|
2024
Q1 | $907K | Buy |
11,048
+687
| +7% | +$56.4K | 0.01% | 952 |
|
|
2023
Q4 | $872K | Buy |
10,361
+7,522
| +265% | +$633K | 0.01% | 921 |
|
|
2023
Q3 | $229K | Sell |
2,839
-2,765
| -49% | -$223K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $494K | Buy |
5,604
+338
| +6% | +$29.8K | 0.01% | 1159 |
|
|
2023
Q1 | $499K | Sell |
5,266
-54
| -1% | -$5.12K | 0.01% | 1136 |
|
|
2022
Q4 | $499K | Buy |
5,320
+40
| +0.8% | +$3.75K | 0.01% | 1076 |
|
|
2022
Q3 | $472K | Sell |
5,280
-99
| -2% | -$8.85K | 0.01% | 1052 |
|
|
2022
Q2 | $541K | Buy |
5,379
+973
| +22% | +$97.9K | 0.01% | 906 |
|
|
2022
Q1 | $440K | Buy |
+4,406
| New | +$440K | 0.01% | 1136 |
|