CFM Wealth Partners’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
Q2 | $229K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $208K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $125K | Buy |
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