Greenfield Savings Bank’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 | $400K | Buy |
3,841
+28
| +0.7% | +$2.92K | 0.18% | 116 |
|
|
2025
Q1 | $416K | Sell |
3,813
-54
| -1% | -$5.89K | 0.2% | 109 |
|
|
2024
Q4 | $364K | Sell |
3,867
-501
| -11% | -$47.1K | 0.17% | 115 |
|
|
2024
Q3 | $420K | Hold |
4,368
| – | – | 0.2% | 108 |
|
|
2024
Q2 | $343K | Hold |
4,368
| – | – | 0.18% | 114 |
|
|
2024
Q1 | $359K | Sell |
4,368
-335
| -7% | -$27.5K | 0.19% | 113 |
|
|
2023
Q4 | $396K | Sell |
4,703
-101
| -2% | -$8.5K | 0.23% | 103 |
|
|
2023
Q3 | $387K | Sell |
4,804
-25
| -0.5% | -$2.01K | 0.24% | 99 |
|
|
2023
Q2 | $426K | Hold |
4,829
| – | – | 0.29% | 87 |
|
|
2023
Q1 | $458K | Sell |
4,829
-550
| -10% | -$52.1K | 0.3% | 94 |
|
|
2022
Q4 | $504K | Hold |
5,379
| – | – | 0.33% | 92 |
|
|
2022
Q3 | $481K | Sell |
5,379
-155
| -3% | -$13.9K | 0.35% | 85 |
|
|
2022
Q2 | $557K | Buy |
+5,534
| New | +$557K | 0.37% | 79 |
|