Avantax Planning Partners’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 | $667K | Sell |
6,402
-21
| -0.3% | -$2.19K | 0.02% | 232 |
|
|
2025
Q1 | $700K | Buy |
6,423
+58
| +0.9% | +$6.32K | 0.02% | 212 |
|
|
2024
Q4 | $599K | Sell |
6,365
-2,816
| -31% | -$265K | 0.02% | 230 |
|
|
2024
Q3 | $883K | Sell |
9,181
-167
| -2% | -$16.1K | 0.03% | 187 |
|
|
2024
Q2 | $733K | Buy |
9,348
+269
| +3% | +$21.1K | 0.02% | 232 |
|
|
2024
Q1 | $746K | Hold |
9,079
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $764K | Buy |
9,079
+416
| +5% | +$35K | 0.03% | 194 |
|
|
2023
Q3 | $698K | Sell |
8,663
-31
| -0.4% | -$2.5K | 0.03% | 193 |
|
|
2023
Q2 | $767K | Sell |
8,694
-2,430
| -22% | -$214K | 0.03% | 190 |
|
|
2023
Q1 | $1.05M | Buy |
11,124
+2,443
| +28% | +$232K | 0.04% | 160 |
|
|
2022
Q4 | $814K | Buy |
8,681
+2,509
| +41% | +$235K | 0.03% | 188 |
|
|
2022
Q3 | $552K | Sell |
6,172
-1,356
| -18% | -$121K | 0.02% | 213 |
|
|
2022
Q2 | $758K | Sell |
7,528
-182
| -2% | -$18.3K | 0.03% | 188 |
|
|
2022
Q1 | $770K | Sell |
7,710
-14,154
| -65% | -$1.41M | 0.03% | 184 |
|
|
2021
Q4 | $2.12M | Sell |
21,864
-5,167
| -19% | -$501K | 0.09% | 99 |
|
|
2021
Q3 | $2.38M | Sell |
27,031
-208
| -0.8% | -$18.3K | 0.11% | 78 |
|
|
2021
Q2 | $2.42M | Buy |
27,239
+21,242
| +354% | +$1.89M | 0.11% | 77 |
|
|
2021
Q1 | $561K | Buy |
5,997
+185
| +3% | +$17.3K | 0.03% | 176 |
|
|
2020
Q4 | $535K | Hold |
5,812
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $563K | Hold |
5,812
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $509K | Hold |
5,812
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $512K | Sell |
5,812
-9
| -0.2% | -$793 | 0.04% | 150 |
|
|
2019
Q4 | $537K | Sell |
5,821
-3
| -0.1% | -$277 | 0.03% | 166 |
|
|
2019
Q3 | $554K | Hold |
5,824
| – | – | 0.03% | 157 |
|
|
2019
Q2 | $497K | Sell |
5,824
-34
| -0.6% | -$2.9K | 0.03% | 171 |
|
|
2019
Q1 | $463K | Buy |
5,858
+64
| +1% | +$5.06K | 0.03% | 172 |
|
|
2018
Q4 | $401K | Sell |
5,794
-151
| -3% | -$10.5K | 0.03% | 167 |
|
|
2018
Q3 | $397K | Buy |
5,945
+2,139
| +56% | +$143K | 0.03% | 162 |
|
|
2018
Q2 | $246K | Sell |
3,806
-222
| -6% | -$14.3K | 0.02% | 207 |
|
|
2018
Q1 | $253K | Sell |
4,028
-89
| -2% | -$5.59K | 0.02% | 261 |
|
|
2017
Q4 | $273K | Sell |
4,117
-826
| -17% | -$54.8K | 0.03% | 237 |
|
|
2017
Q3 | $310K | Sell |
4,943
-284
| -5% | -$17.8K | 0.02% | 266 |
|
|
2017
Q2 | $321K | Buy |
5,227
+529
| +11% | +$32.5K | 0.03% | 243 |
|
|
2017
Q1 | $285K | Buy |
4,698
+11
| +0.2% | +$667 | 0.03% | 248 |
|
|
2016
Q4 | $275K | Buy |
+4,687
| New | +$275K | 0.03% | 237 |
|