CGH
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Crossmark Global Holdings’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
15,001
-2,078
-12% -$217K 0.03% 495
2025
Q1
$1.86M Buy
17,079
+27
+0.2% +$2.94K 0.03% 436
2024
Q4
$1.6M Sell
17,052
-4,490
-21% -$422K 0.03% 451
2024
Q3
$2.07M Sell
21,542
-238
-1% -$22.9K 0.04% 404
2024
Q2
$1.71M Sell
21,780
-1,971
-8% -$155K 0.03% 442
2024
Q1
$1.95M Sell
23,751
-1,460
-6% -$120K 0.04% 432
2023
Q4
$2.12M Buy
25,211
+582
+2% +$49K 0.04% 388
2023
Q3
$2.03M Sell
24,629
-2,277
-8% -$187K 0.05% 390
2023
Q2
$2.42M Sell
26,906
-819
-3% -$73.8K 0.05% 363
2023
Q1
$2.63M Buy
27,725
+913
+3% +$86.5K 0.06% 333
2022
Q4
$2.51M Buy
26,812
+741
+3% +$69.5K 0.06% 337
2022
Q3
$2.33M Sell
26,071
-19
-0.1% -$1.7K 0.06% 311
2022
Q2
$2.63M Buy
26,090
+450
+2% +$45.3K 0.07% 307
2022
Q1
$2.56M Buy
25,640
+21
+0.1% +$2.1K 0.06% 338
2021
Q4
$2.49M Buy
25,619
+10
+0% +$971 0.05% 343
2021
Q3
$2.26M Buy
25,609
+1,119
+5% +$98.7K 0.05% 352
2021
Q2
$2.18M Sell
24,490
-2,229
-8% -$198K 0.05% 353
2021
Q1
$2.5M Sell
26,719
-11,960
-31% -$1.12M 0.06% 311
2020
Q4
$3.56M Sell
38,679
-12,744
-25% -$1.17M 0.09% 246
2020
Q3
$4.98M Buy
51,423
+12
+0% +$1.16K 0.14% 168
2020
Q2
$4.51M Buy
51,411
+9,255
+22% +$811K 0.13% 173
2020
Q1
$3.72M Sell
42,156
-6,591
-14% -$581K 0.13% 175
2019
Q4
$4.5M Sell
48,747
-11,277
-19% -$1.04M 0.12% 189
2019
Q3
$5.71M Buy
60,024
+1,710
+3% +$163K 0.17% 152
2019
Q2
$4.86M Sell
58,314
-74,658
-56% -$6.22M 0.14% 185
2019
Q1
$10.5M Sell
132,972
-368
-0.3% -$29.1K 0.3% 80
2018
Q4
$9.24M Sell
133,340
-9,810
-7% -$679K 0.29% 83
2018
Q3
$9.56M Buy
143,150
+2,117
+2% +$141K 0.24% 101
2018
Q2
$9.12M Sell
141,033
-1,948
-1% -$126K 0.24% 98
2018
Q1
$8.97M Buy
142,981
+25,021
+21% +$1.57M 0.23% 106
2017
Q4
$7.84M Buy
117,960
+3,724
+3% +$247K 0.19% 134
2017
Q3
$7.17M Buy
+114,236
New +$7.17M 0.18% 132
2016
Q3
$7.17M Buy
+114,236
New +$7.17M 0.18% 132