HHM Wealth 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 | $21.2K | Sell |
203
-8
| -4% | -$835 | ﹤0.01% | 498 |
|
|
2025
Q1 | $23K | Hold |
211
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $19.8K | Buy |
211
+9
| +4% | +$845 | ﹤0.01% | 498 |
|
|
2024
Q3 | $19.4K | Buy |
202
+42
| +26% | +$4.04K | ﹤0.01% | 471 |
|
|
2024
Q2 | $12.6K | Hold |
160
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $13.1K | Hold |
160
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $13.5K | Buy |
+160
| New | +$13.5K | ﹤0.01% | 465 |
|