J.P. Morgan Private Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.74M | Sell |
58,786
-3,201
| -5% | -$258K | 0.01% | 513 |
|
|
2023
Q2 | $5.47M | Sell |
61,987
-43,847
| -41% | -$3.87M | 0.03% | 326 |
|
|
2023
Q1 | $10M | Buy |
105,834
+18,934
| +22% | +$1.79M | 0.02% | 427 |
|
|
2022
Q4 | $8.15M | Buy |
86,900
+23,972
| +38% | +$2.25M | 0.02% | 467 |
|
|
2022
Q3 | $5.63M | Buy |
62,928
+4,037
| +7% | +$361K | 0.01% | 529 |
|
|
2022
Q2 | $5.93M | Sell |
58,891
-2,281
| -4% | -$230K | 0.02% | 526 |
|
|
2022
Q1 | $6.11M | Buy |
61,172
+9,126
| +18% | +$911K | 0.01% | 561 |
|
|
2021
Q4 | $5.05M | Buy |
52,046
+19,652
| +61% | +$1.91M | 0.01% | 607 |
|
|
2021
Q3 | $2.86M | Sell |
32,394
-2,121
| -6% | -$187K | 0.01% | 758 |
|
|
2021
Q2 | $3.07M | Buy |
34,515
+4,266
| +14% | +$379K | 0.01% | 722 |
|
|
2021
Q1 | $2.83M | Sell |
30,249
-5,027
| -14% | -$470K | 0.01% | 653 |
|
|
2020
Q4 | $3.25M | Buy |
35,276
+1,582
| +5% | +$146K | 0.01% | 592 |
|
|
2020
Q3 | $3.27M | Buy |
33,694
+932
| +3% | +$90.3K | 0.01% | 525 |
|
|
2020
Q2 | $2.87M | Sell |
32,762
-5,458
| -14% | -$478K | 0.01% | 491 |
|
|
2020
Q1 | $3.37M | Sell |
38,220
-1,798
| -4% | -$158K | 0.02% | 432 |
|
|
2019
Q4 | $3.69M | Buy |
40,018
+638
| +2% | +$58.8K | 0.02% | 487 |
|
|
2019
Q3 | $3.75M | Buy |
39,380
+2,341
| +6% | +$223K | 0.02% | 466 |
|
|
2019
Q2 | $3.09M | Sell |
37,039
-909
| -2% | -$75.8K | 0.02% | 498 |
|
|
2019
Q1 | $3M | Buy |
37,948
+2,083
| +6% | +$165K | 0.02% | 531 |
|
|
2018
Q4 | $2.48M | Buy |
35,865
+1,417
| +4% | +$98.1K | 0.02% | 528 |
|
|
2018
Q3 | $2.3M | Sell |
34,448
-27,886
| -45% | -$1.86M | 0.01% | 591 |
|
|
2018
Q2 | $4.03M | Buy |
62,334
+10,493
| +20% | +$678K | 0.02% | 446 |
|
|
2018
Q1 | $3.25M | Buy |
51,841
+15,976
| +45% | +$1M | 0.02% | 400 |
|
|
2017
Q4 | $2.38M | Buy |
35,865
+1,510
| +4% | +$100K | 0.02% | 452 |
|
|
2017
Q3 | $2.16M | Buy |
34,355
+2,948
| +9% | +$185K | 0.02% | 448 |
|
|
2017
Q2 | $1.93M | Sell |
31,407
-82
| -0.3% | -$5.03K | 0.01% | 469 |
|
|
2017
Q1 | $1.91M | Sell |
31,489
-267
| -0.8% | -$16.2K | 0.01% | 476 |
|
|
2016
Q4 | $1.86M | Buy |
31,756
+2,631
| +9% | +$154K | 0.02% | 449 |
|
|
2016
Q3 | $1.74M | Buy |
29,125
+4,585
| +19% | +$275K | 0.02% | 464 |
|
|
2016
Q2 | $1.6M | Buy |
24,540
+15,737
| +179% | +$1.03M | 0.02% | 493 |
|
|
2016
Q1 | $528K | Buy |
8,803
+3,789
| +76% | +$227K | 0.01% | 743 |
|
|
2015
Q4 | $257K | Buy |
5,014
+53
| +1% | +$2.72K | ﹤0.01% | 929 |
|
|
2015
Q3 | $259K | Sell |
4,961
-1,442
| -23% | -$75.3K | ﹤0.01% | 845 |
|
|
2015
Q2 | $288K | Sell |
6,403
-1,468
| -19% | -$66K | ﹤0.01% | 860 |
|
|
2015
Q1 | $390K | Sell |
7,871
-513
| -6% | -$25.4K | ﹤0.01% | 798 |
|
|
2014
Q4 | $442K | Buy |
8,384
+2,008
| +31% | +$106K | 0.01% | 760 |
|
|
2014
Q3 | $274K | Sell |
6,376
-394
| -6% | -$16.9K | ﹤0.01% | 875 |
|
|
2014
Q2 | $318K | Sell |
6,770
-987
| -13% | -$46.4K | 0.01% | 701 |
|
|
2014
Q1 | $361K | Buy |
7,757
+1,185
| +18% | +$55.1K | 0.01% | 673 |
|
|
2013
Q4 | $272K | Hold |
6,572
| – | – | 0.01% | 545 |
|
|
2013
Q3 | $265K | Buy |
+6,572
| New | +$265K | 0.01% | 531 |
|