Avidian Wealth Enterprises’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 | $205K | Sell |
1,968
-12
| -0.6% | -$1.25K | 0.01% | 529 |
|
|
2025
Q1 | $216K | Buy |
+1,980
| New | +$216K | 0.01% | 492 |
|
|
2023
Q2 | – | Sell |
-2,693
| Closed | -$255K | – | 492 |
|
|
2023
Q1 | $255K | Sell |
2,693
-154
| -5% | -$14.6K | 0.01% | 415 |
|
|
2022
Q4 | $267K | Sell |
2,847
-14
| -0.5% | -$1.31K | 0.02% | 378 |
|
|
2022
Q3 | $256K | Buy |
2,861
+3
| +0.1% | +$268 | 0.02% | 354 |
|
|
2022
Q2 | $288K | Sell |
2,858
-65
| -2% | -$6.55K | 0.02% | 360 |
|
|
2022
Q1 | $292K | Buy |
2,923
+75
| +3% | +$7.49K | 0.02% | 386 |
|
|
2021
Q4 | $276K | Buy |
2,848
+150
| +6% | +$14.5K | 0.02% | 414 |
|
|
2021
Q3 | $238K | Buy |
2,698
+121
| +5% | +$10.7K | 0.02% | 327 |
|
|
2021
Q2 | $229K | Sell |
2,577
-130
| -5% | -$11.6K | 0.02% | 340 |
|
|
2021
Q1 | $253K | Buy |
2,707
+29
| +1% | +$2.71K | 0.02% | 307 |
|
|
2020
Q4 | $246K | Buy |
2,678
+202
| +8% | +$18.6K | 0.02% | 275 |
|
|
2020
Q3 | $240K | Sell |
2,476
-328
| -12% | -$31.8K | 0.03% | 242 |
|
|
2020
Q2 | $246K | Buy |
2,804
+324
| +13% | +$28.4K | 0.03% | 221 |
|
|
2020
Q1 | $219K | Sell |
2,480
-825
| -25% | -$72.9K | 0.04% | 182 |
|
|
2019
Q4 | $305K | Buy |
+3,305
| New | +$305K | 0.04% | 175 |
|