CWP
Concord Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.4K | Buy |
781
+4
| +0.5% | +$417 | 0.01% | 287 |
|
|
2025
Q1 | $84.7K | Hold |
777
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $73.1K | Hold |
777
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $74.8K | Buy |
777
+133
| +21% | +$12.8K | 0.01% | 285 |
|
|
2024
Q2 | $50.5K | Hold |
644
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $52.9K | Hold |
644
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $54.2K | Hold |
644
| – | – | 0.01% | 351 |
|
|
2023
Q3 | $51.9K | Hold |
644
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $56.9K | Sell |
644
-550
| -46% | -$48.6K | 0.01% | 347 |
|
|
2023
Q1 | $113K | Sell |
1,194
-607
| -34% | -$57.5K | 0.03% | 237 |
|
|
2022
Q4 | $169K | Buy |
+1,801
| New | +$169K | 0.05% | 177 |
|
|
2022
Q3 | – | Sell |
-1,897
| Closed | -$191K | – | 1156 |
|
|
2022
Q2 | $191K | Sell |
1,897
-54
| -3% | -$5.44K | 0.05% | 165 |
|
|
2022
Q1 | $195K | Buy |
1,951
+65
| +3% | +$6.5K | 0.05% | 185 |
|
|
2021
Q4 | $183K | Buy |
1,886
+1,836
| +3,672% | +$178K | 0.04% | 205 |
|
|
2021
Q3 | $4K | Sell |
50
-44
| -47% | -$3.52K | ﹤0.01% | 655 |
|
|
2021
Q2 | $8K | Buy |
94
+41
| +77% | +$3.49K | ﹤0.01% | 671 |
|
|
2021
Q1 | $5K | Sell |
53
-47
| -47% | -$4.43K | ﹤0.01% | 687 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 372 |
|