CVA Family Office’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
Q3 | $50.4K | Buy |
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|
2025
Q2 | $36.6K | Buy |
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|
2025
Q1 | $36.5K | Buy |
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|
2024
Q4 | $27.9K | Buy |
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|
2024
Q3 | $2.12K | Buy |
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|
2024
Q2 | $471 | Sell |
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|
2024
Q1 | $1.64K | Hold |
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|
2023
Q4 | $1.68K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $31.3K | Sell |
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|
2023
Q1 | $34.1K | Sell |
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|
2022
Q4 | $35.2K | Sell |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $40K | Buy |
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