Concord 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 | $81.4K | Buy |
|
|||||
|
2025
Q1 | $84.7K | Hold |
|
|||||
|
2024
Q4 | $73.1K | Hold |
|
|||||
|
2024
Q3 | $74.8K | Buy |
|
|||||
|
2024
Q2 | $50.5K | Hold |
|
|||||
|
2024
Q1 | $52.9K | Hold |
|
|||||
|
2023
Q4 | $54.2K | Hold |
|
|||||
|
2023
Q3 | $51.9K | Hold |
|
|||||
|
2023
Q2 | $56.9K | Sell |
|
|||||
|
2023
Q1 | $113K | Sell |
|
|||||
|
2022
Q4 | $169K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $191K | Sell |
|
|||||
|
2022
Q1 | $195K | Buy |
|
|||||
|
2021
Q4 | $183K | Buy |
|
|||||
|
2021
Q3 | $4K | Sell |
|
|||||
|
2021
Q2 | $8K | Buy |
|
|||||
|
2021
Q1 | $5K | Sell |
|
|||||
|
2020
Q4 | $9K | Buy |
|