CWP
CFM Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,197
-48
| -2% | -$5K | 0.04% | 130 |
|
|
2025
Q1 | $245K | Sell |
2,245
-45
| -2% | -$4.9K | 0.04% | 126 |
|
|
2024
Q4 | $215K | Sell |
2,290
-36
| -2% | -$3.39K | 0.04% | 136 |
|
|
2024
Q3 | $224K | Buy |
+2,326
| New | +$224K | 0.04% | 135 |
|
|
2023
Q3 | – | Sell |
-2,290
| Closed | -$202K | – | 163 |
|
|
2023
Q2 | $202K | Buy |
2,290
+45
| +2% | +$3.97K | 0.05% | 162 |
|
|
2023
Q1 | $213K | Hold |
2,245
| – | – | 0.06% | 148 |
|
|
2022
Q4 | $210K | Hold |
2,245
| – | – | 0.06% | 152 |
|
|
2022
Q3 | $201K | Hold |
2,245
| – | – | 0.06% | 149 |
|
|
2022
Q2 | $226K | Hold |
2,245
| – | – | 0.07% | 152 |
|
|
2022
Q1 | $224K | Hold |
2,245
| – | – | 0.05% | 174 |
|
|
2021
Q4 | $216K | Buy |
+2,245
| New | +$216K | 0.05% | 174 |
|
|
2021
Q3 | – | Sell |
-2,245
| Closed | -$200K | – | 189 |
|
|
2021
Q2 | $200K | Sell |
2,245
-17
| -0.8% | -$1.51K | 0.05% | 173 |
|
|
2021
Q1 | $212K | Hold |
2,262
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $208K | Hold |
2,262
| – | – | 0.07% | 153 |
|
|
2020
Q3 | $219K | Hold |
2,262
| – | – | 0.08% | 139 |
|
|
2020
Q2 | $198K | Sell |
2,262
-80
| -3% | -$7K | 0.08% | 148 |
|
|
2020
Q1 | $206K | Buy |
2,342
+1,045
| +81% | +$91.9K | 0.1% | 125 |
|
|
2019
Q4 | $125K | Buy |
+1,297
| New | +$125K | 0.05% | 185 |
|