Avidian Wealth Enterprises’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 | $226K | Buy |
|
|||||
|
2025
Q2 | $205K | Sell |
|
|||||
|
2025
Q1 | $216K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $255K | Sell |
|
|||||
|
2022
Q4 | $267K | Sell |
|
|||||
|
2022
Q3 | $256K | Buy |
|
|||||
|
2022
Q2 | $288K | Sell |
|
|||||
|
2022
Q1 | $292K | Buy |
|
|||||
|
2021
Q4 | $276K | Buy |
|
|||||
|
2021
Q3 | $238K | Buy |
|
|||||
|
2021
Q2 | $229K | Sell |
|
|||||
|
2021
Q1 | $253K | Buy |
|
|||||
|
2020
Q4 | $246K | Buy |
|
|||||
|
2020
Q3 | $240K | Sell |
|
|||||
|
2020
Q2 | $246K | Buy |
|
|||||
|
2020
Q1 | $219K | Sell |
|
|||||
|
2019
Q4 | $305K | Buy |
|