Avantax Planning Partners’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
Q3 | $864K | Buy |
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|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $883K | Sell |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $746K | Hold |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $767K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $814K | Buy |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $770K | Sell |
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|
2021
Q4 | $2.12M | Sell |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $563K | Hold |
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|
2020
Q2 | $509K | Hold |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $537K | Sell |
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|
2019
Q3 | $554K | Hold |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $401K | Sell |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $321K | Buy |
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|
2017
Q1 | $285K | Buy |
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|
2016
Q4 | $275K | Buy |
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