Bard Financial Services’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 | $465K | Hold |
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|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $382K | Hold |
|
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $333K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $380K | Hold |
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|
2020
Q4 | $374K | Buy |
|