FMWA
Forvis Mazars Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
8,218
+61
| +0.7% | +$6.36K | 0.02% | 222 |
|
|
2025
Q1 | $889K | Sell |
8,157
-55
| -0.7% | -$5.99K | 0.02% | 217 |
|
|
2024
Q4 | $772K | Sell |
8,212
-29
| -0.4% | -$2.73K | 0.02% | 252 |
|
|
2024
Q3 | $793K | Buy |
8,241
+15
| +0.2% | +$1.44K | 0.02% | 253 |
|
|
2024
Q2 | $645K | Hold |
8,226
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $675K | Sell |
8,226
-5
| -0.1% | -$411 | 0.02% | 251 |
|
|
2023
Q4 | $693K | Sell |
8,231
-220
| -3% | -$18.5K | 0.02% | 241 |
|
|
2023
Q3 | $681K | Sell |
8,451
-12
| -0.1% | -$967 | 0.02% | 233 |
|
|
2023
Q2 | $747K | Hold |
8,463
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $802K | Hold |
8,463
| – | – | 0.03% | 220 |
|
|
2022
Q4 | $794K | Buy |
8,463
+90
| +1% | +$8.44K | 0.03% | 219 |
|
|
2022
Q3 | $749K | Sell |
8,373
-1
| -0% | -$89 | 0.03% | 217 |
|
|
2022
Q2 | $843K | Buy |
+8,374
| New | +$843K | 0.03% | 201 |
|
|
2021
Q1 | – | Sell |
-2,492
| Closed | -$229K | – | 353 |
|
|
2020
Q4 | $229K | Sell |
2,492
-43
| -2% | -$3.95K | 0.01% | 331 |
|
|
2020
Q3 | $246K | Sell |
2,535
-45
| -2% | -$4.37K | 0.01% | 279 |
|
|
2020
Q2 | $226K | Buy |
2,580
+4
| +0.2% | +$350 | 0.01% | 289 |
|
|
2020
Q1 | $227K | Buy |
2,576
+122
| +5% | +$10.8K | 0.02% | 259 |
|
|
2019
Q4 | $226K | Buy |
+2,454
| New | +$226K | 0.02% | 269 |
|
|
2017
Q2 | – | Sell |
-5,747
| Closed | -$348K | – | 228 |
|
|
2017
Q1 | $348K | Buy |
5,747
+497
| +9% | +$30.1K | 0.04% | 159 |
|
|
2016
Q4 | $308K | Buy |
+5,250
| New | +$308K | 0.04% | 154 |
|