CPWA
Cerro Pacific Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
6,582
+2,002
| +44% | +$209K | 0.19% | 93 |
|
|
2025
Q1 | $431K | Sell |
4,580
-8
| -0.2% | -$752 | 0.14% | 111 |
|
|
2024
Q4 | $441K | Sell |
4,588
-46
| -1% | -$4.42K | 0.15% | 106 |
|
|
2024
Q3 | $364K | Hold |
4,634
| – | – | 0.14% | 113 |
|
|
2024
Q2 | $364K | Buy |
+4,634
| New | +$364K | 0.14% | 113 |
|
|
2023
Q1 | $396K | Buy |
4,180
+24
| +0.6% | +$2.28K | 0.22% | 104 |
|
|
2022
Q4 | $390K | Sell |
4,156
-3
| -0.1% | -$281 | 0.21% | 117 |
|
|
2022
Q3 | $372K | Sell |
4,159
-440
| -10% | -$39.4K | 0.23% | 108 |
|
|
2022
Q2 | $463K | Sell |
4,599
-612
| -12% | -$61.6K | 0.29% | 95 |
|
|
2022
Q1 | $520K | Buy |
5,211
+53
| +1% | +$5.29K | 0.32% | 92 |
|
|
2021
Q4 | $501K | Sell |
5,158
-526
| -9% | -$51.1K | 0.32% | 90 |
|
|
2021
Q3 | $501K | Sell |
5,684
-2,186
| -28% | -$193K | 0.36% | 93 |
|
|
2021
Q2 | $700K | Buy |
+7,870
| New | +$700K | 0.52% | 61 |
|
|
2020
Q4 | $930K | Buy |
+10,104
| New | +$930K | 0.55% | 55 |
|