Colonial Trust Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
4,395
| – | – | 0.04% | 152 |
|
|
2025
Q1 | $479K | Hold |
4,395
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $413K | Sell |
4,395
-313
| -7% | -$29.4K | 0.04% | 154 |
|
|
2024
Q3 | $453K | Buy |
4,708
+3,835
| +439% | +$369K | 0.04% | 154 |
|
|
2024
Q2 | $68.5K | Buy |
873
+224
| +35% | +$17.6K | 0.01% | 289 |
|
|
2024
Q1 | $53.3K | Buy |
649
+49
| +8% | +$4.02K | 0.01% | 318 |
|
|
2023
Q4 | $50.5K | Buy |
600
+21
| +4% | +$1.77K | 0.01% | 318 |
|
|
2023
Q3 | $46.6K | Buy |
579
+4
| +0.7% | +$322 | 0.01% | 332 |
|
|
2023
Q2 | $50.7K | Hold |
575
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $54.5K | Hold |
575
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $53.9K | Buy |
+575
| New | +$53.9K | 0.01% | 323 |
|