Dynamic Advisor Solutions’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
4,695
-95
| -2% | -$9.9K | 0.02% | 609 |
|
|
2025
Q1 | $522K | Buy |
+4,790
| New | +$522K | 0.02% | 573 |
|
|
2024
Q4 | – | Sell |
-5,234
| Closed | -$503K | – | 913 |
|
|
2024
Q3 | $503K | Sell |
5,234
-459
| -8% | -$44.1K | 0.02% | 616 |
|
|
2024
Q2 | $447K | Buy |
5,693
+3
| +0.1% | +$235 | 0.01% | 650 |
|
|
2024
Q1 | $467K | Sell |
5,690
-339
| -6% | -$27.8K | 0.02% | 624 |
|
|
2023
Q4 | $520K | Sell |
6,029
-207
| -3% | -$17.9K | 0.02% | 569 |
|
|
2023
Q3 | $502K | Buy |
6,236
+560
| +10% | +$45.1K | 0.02% | 516 |
|
|
2023
Q2 | $501K | Sell |
5,676
-989
| -15% | -$87.3K | 0.03% | 496 |
|
|
2023
Q1 | $632K | Buy |
6,665
+2,163
| +48% | +$205K | 0.04% | 416 |
|
|
2022
Q4 | $422K | Buy |
4,502
+411
| +10% | +$38.5K | 0.03% | 489 |
|
|
2022
Q3 | $366K | Buy |
4,091
+184
| +5% | +$16.5K | 0.03% | 471 |
|
|
2022
Q2 | $393K | Buy |
3,907
+176
| +5% | +$17.7K | 0.03% | 463 |
|
|
2022
Q1 | $372K | Sell |
3,731
-23
| -0.6% | -$2.29K | 0.03% | 499 |
|
|
2021
Q4 | $364K | Buy |
3,754
+83
| +2% | +$8.05K | 0.03% | 511 |
|
|
2021
Q3 | $324K | Buy |
3,671
+29
| +0.8% | +$2.56K | 0.02% | 557 |
|
|
2021
Q2 | $324K | Buy |
3,642
+1,106
| +44% | +$98.4K | 0.03% | 527 |
|
|
2021
Q1 | $237K | Sell |
2,536
-2,657
| -51% | -$248K | 0.02% | 567 |
|
|
2020
Q4 | $478K | Buy |
5,193
+103
| +2% | +$9.48K | 0.04% | 369 |
|
|
2020
Q3 | $493K | Buy |
5,090
+59
| +1% | +$5.72K | 0.06% | 321 |
|
|
2020
Q2 | $441K | Sell |
5,031
-292
| -5% | -$25.6K | 0.06% | 301 |
|
|
2020
Q1 | $469K | Buy |
5,323
+154
| +3% | +$13.6K | 0.09% | 253 |
|
|
2019
Q4 | $477K | Sell |
5,169
-83
| -2% | -$7.66K | 0.07% | 313 |
|
|
2019
Q3 | $499K | Buy |
5,252
+8
| +0.2% | +$760 | 0.08% | 275 |
|
|
2019
Q2 | $437K | Buy |
5,244
+1,017
| +24% | +$84.8K | 0.07% | 288 |
|
|
2019
Q1 | $334K | Buy |
4,227
+11
| +0.3% | +$869 | 0.06% | 283 |
|
|
2018
Q4 | $300K | Buy |
4,216
+11
| +0.3% | +$783 | 0.06% | 286 |
|
|
2018
Q3 | $281K | Buy |
4,205
+1
| +0% | +$67 | 0.06% | 321 |
|
|
2018
Q2 | $272K | Buy |
4,204
+32
| +0.8% | +$2.07K | 0.06% | 314 |
|
|
2018
Q1 | $262K | Sell |
4,172
-112
| -3% | -$7.03K | 0.07% | 280 |
|
|
2017
Q4 | $284K | Buy |
4,284
+11
| +0.3% | +$729 | 0.09% | 201 |
|
|
2017
Q3 | $268K | Buy |
4,273
+11
| +0.3% | +$690 | 0.11% | 189 |
|
|
2017
Q2 | $262K | Buy |
+4,262
| New | +$262K | 0.1% | 188 |
|