Carson Wealth (CWM LLC)’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
22,696
+3,142
| +16% | +$327K | 0.01% | 894 |
|
|
2025
Q1 | $2.13M | Buy |
19,554
+122
| +0.6% | +$13.3K | 0.01% | 809 |
|
|
2024
Q4 | $1.83M | Buy |
19,432
+1,879
| +11% | +$177K | 0.01% | 817 |
|
|
2024
Q3 | $1.69M | Buy |
17,553
+693
| +4% | +$66.6K | 0.01% | 775 |
|
|
2024
Q2 | $1.32M | Buy |
16,860
+234
| +1% | +$18.4K | 0.01% | 765 |
|
|
2024
Q1 | $1.37M | Sell |
16,626
-1,011
| -6% | -$83K | 0.01% | 735 |
|
|
2023
Q4 | $1.48M | Buy |
17,637
+94
| +0.5% | +$7.91K | 0.01% | 654 |
|
|
2023
Q3 | $1.41M | Sell |
17,543
-311,178
| -95% | -$25.1M | 0.01% | 623 |
|
|
2023
Q2 | $29M | Sell |
328,721
-27,280
| -8% | -$2.41M | 0.18% | 113 |
|
|
2023
Q1 | $33.7M | Buy |
356,001
+815
| +0.2% | +$77.3K | 0.23% | 89 |
|
|
2022
Q4 | $33.3M | Buy |
355,186
+13,865
| +4% | +$1.3M | 0.25% | 84 |
|
|
2022
Q3 | $30.5M | Buy |
341,321
+9,188
| +3% | +$822K | 0.24% | 85 |
|
|
2022
Q2 | $33.4M | Buy |
332,133
+11,022
| +3% | +$1.11M | 0.26% | 78 |
|
|
2022
Q1 | $32.1M | Buy |
321,111
+4,725
| +1% | +$472K | 0.23% | 81 |
|
|
2021
Q4 | $30.7M | Buy |
+316,386
| New | +$30.7M | 0.22% | 89 |
|
|
2021
Q2 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2021
Q1 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2020
Q4 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2020
Q3 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2020
Q2 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2020
Q1 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2019
Q4 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2019
Q3 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2019
Q2 | $27.4M | Hold |
308,567
| – | – | 0.22% | 93 |
|
|
2019
Q1 | $27.4M | Buy |
308,567
+265,943
| +624% | +$23.7M | 0.22% | 93 |
|
|
2018
Q4 | $2.95M | Buy |
42,624
+34,072
| +398% | +$2.36M | 0.07% | 226 |
|
|
2018
Q3 | $571K | Buy |
8,552
+6,851
| +403% | +$457K | 0.01% | 369 |
|
|
2018
Q2 | $110K | Buy |
1,701
+552
| +48% | +$35.7K | ﹤0.01% | 503 |
|
|
2018
Q1 | $72K | Sell |
1,149
-349
| -23% | -$21.9K | ﹤0.01% | 498 |
|
|
2017
Q4 | $100K | Sell |
1,498
-131
| -8% | -$8.75K | ﹤0.01% | 431 |
|
|
2017
Q3 | $102K | Buy |
1,629
+460
| +39% | +$28.8K | ﹤0.01% | 414 |
|
|
2017
Q2 | $72K | Buy |
1,169
+29
| +3% | +$1.79K | ﹤0.01% | 425 |
|
|
2017
Q1 | $69K | Hold |
1,140
| – | – | ﹤0.01% | 402 |
|
|
2016
Q4 | $67K | Buy |
1,140
+313
| +38% | +$18.4K | ﹤0.01% | 402 |
|
|
2016
Q3 | $50K | Buy |
827
+787
| +1,968% | +$47.6K | ﹤0.01% | 419 |
|
|
2016
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 687 |
|
|
2016
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 687 |
|
|
2015
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 609 |
|
|
2015
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 585 |
|