Girard Partners’s WEC Energy WEC Stock Holding History

Girard Partners’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$1.29M	Buy	16,385 +36	+0.2%	+$2.83K	0.12%	122
2024 Q1	$1.34M	Buy	16,349 +11,551	+241%	+$949K	0.13%	127
2023 Q4	$404K	Sell	4,798 -1,290	-21%	-$109K	0.04%	197
2023 Q3	$490K	Sell	6,088 -892	-13%	-$71.9K	0.06%	171
2023 Q2	$616K	Sell	6,980 -1,500	-18%	-$132K	0.07%	161
2023 Q1	$804K	Sell	8,480 -4,163	-33%	-$395K	0.09%	147
2022 Q4	$1.19M	Sell	12,643 -1,218	-9%	-$114K	0.13%	140
2022 Q3	$1.24M	Sell	13,861 -1,726	-11%	-$154K	0.16%	112
2022 Q2	$1.57M	Sell	15,587 -3,087	-17%	-$311K	0.2%	107
2022 Q1	$1.86M	Sell	18,674 -26,888	-59%	-$2.68M	0.2%	103
2021 Q4	$4.42M	Sell	45,562 -2,988	-6%	-$290K	0.48%	67
2021 Q3	$4.28M	Buy	48,550 +850	+2%	+$75K	0.54%	60
2021 Q2	$4.24M	Buy	47,700 +1,209	+3%	+$108K	0.55%	62
2021 Q1	$4.35M	Buy	46,491 +4,901	+12%	+$459K	0.63%	50
2020 Q4	$3.83M	Sell	41,590 -538	-1%	-$49.5K	0.59%	51
2020 Q3	$4.08M	Buy	42,128 +5,203	+14%	+$504K	0.68%	47
2020 Q2	$3.24M	Sell	36,925 -411	-1%	-$36K	0.58%	49
2020 Q1	$3.29M	Buy	37,336 +1,840	+5%	+$162K	0.66%	46
2019 Q4	$3.27M	Buy	35,496 +2,107	+6%	+$194K	0.54%	56
2019 Q3	$3.18M	Sell	33,389 -3,342	-9%	-$318K	0.59%	54
2019 Q2	$3.06M	Sell	36,731 -1,393	-4%	-$116K	0.54%	62
2019 Q1	$3.01M	Buy	38,124 +306	+0.8%	+$24.2K	0.56%	61
2018 Q4	$2.62M	Sell	37,818 -1,600	-4%	-$111K	0.55%	58
2018 Q3	$2.63M	Buy	39,418 +2,507	+7%	+$167K	0.47%	64
2018 Q2	$2.39M	Buy	36,911 +2,449	+7%	+$158K	0.45%	65
2018 Q1	$2.16M	Sell	34,462 -391	-1%	-$24.5K	0.51%	59
2017 Q4	$2.32M	Buy	34,853 +4,659	+15%	+$309K	0.44%	67
2017 Q3	$1.9M	Buy	30,194 +369	+1%	+$23.2K	0.39%	76
2017 Q2	$1.83M	Buy	29,825 +4,518	+18%	+$277K	0.4%	72
2017 Q1	$1.53M	Buy	25,307 +6,547	+35%	+$397K	0.37%	81
2016 Q4	$1.1M	Buy	18,760 +8,303	+79%	+$487K	0.32%	84
2016 Q3	$626K	Buy	10,457 +6,953	+198%	+$416K	0.21%	113
2016 Q2	$229K	Buy	+3,504	New	+$229K	0.09%	174