Inspirion Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Buy |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $418K | Hold |
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|
2019
Q1 | $397K | Hold |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $335K | Sell |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $328K | Hold |
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|
2017
Q4 | $348K | Hold |
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|
2017
Q3 | $329K | Sell |
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|
2017
Q2 | $406K | Hold |
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|
2017
Q1 | $401K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $380K | Hold |
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|
2016
Q2 | $414K | Hold |
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|
2016
Q1 | $381K | Hold |
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|
2015
Q4 | $325K | Hold |
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|
2015
Q3 | $331K | Hold |
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|
2015
Q2 | $285K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $205K | Buy |
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