GHP Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Buy |
564
+509
| +925% | +$53.1K | ﹤0.01% | 501 |
|
|
2025
Q1 | $5.99K | Hold |
55
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $5.17K | Sell |
55
-13
| -19% | -$1.22K | ﹤0.01% | 793 |
|
|
2024
Q3 | $6.54K | Sell |
68
-63
| -48% | -$6.06K | ﹤0.01% | 774 |
|
|
2024
Q2 | $10.3K | Buy |
+131
| New | +$10.3K | ﹤0.01% | 685 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$5K | – | 1038 |
|
|
2022
Q1 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 831 |
|