Badgley Phelps Wealth Managers’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 | $569K | Sell |
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|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $785K | Hold |
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|
2021
Q3 | $713K | Buy |
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