Laird Norton Wetherby Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
+4,797
| New | +$500K | 0.02% | 561 |
|
|
2024
Q4 | $459K | Sell |
4,881
-532
| -10% | -$50K | 0.02% | 560 |
|
|
2024
Q3 | $521K | Sell |
5,413
-35
| -0.6% | -$3.37K | 0.02% | 550 |
|
|
2024
Q2 | $427K | Sell |
5,448
-908
| -14% | -$71.2K | 0.02% | 589 |
|
|
2024
Q1 | $522K | Sell |
6,356
-653
| -9% | -$53.6K | 0.02% | 541 |
|
|
2023
Q4 | $590K | Sell |
7,009
-978
| -12% | -$82.3K | 0.03% | 495 |
|
|
2023
Q3 | $643K | Buy |
7,987
+235
| +3% | +$18.9K | 0.04% | 445 |
|
|
2023
Q2 | $684K | Sell |
7,752
-854
| -10% | -$75.4K | 0.04% | 443 |
|
|
2023
Q1 | $816K | Buy |
8,606
+469
| +6% | +$44.5K | 0.05% | 381 |
|
|
2022
Q4 | $763K | Sell |
8,137
-207
| -2% | -$19.4K | 0.05% | 385 |
|
|
2022
Q3 | $746K | Buy |
8,344
+251
| +3% | +$22.4K | 0.05% | 357 |
|
|
2022
Q2 | $814K | Buy |
8,093
+253
| +3% | +$25.4K | 0.06% | 344 |
|
|
2022
Q1 | $783K | Sell |
7,840
-108
| -1% | -$10.8K | 0.04% | 376 |
|
|
2021
Q4 | $772K | Sell |
7,948
-216
| -3% | -$21K | 0.04% | 380 |
|
|
2021
Q3 | $720K | Sell |
8,164
-38
| -0.5% | -$3.35K | 0.04% | 381 |
|
|
2021
Q2 | $730K | Sell |
8,202
-433
| -5% | -$38.5K | 0.04% | 377 |
|
|
2021
Q1 | $809K | Sell |
8,635
-290
| -3% | -$27.2K | 0.06% | 310 |
|
|
2020
Q4 | $821K | Buy |
8,925
+230
| +3% | +$21.2K | 0.06% | 319 |
|
|
2020
Q3 | $843K | Buy |
8,695
+244
| +3% | +$23.7K | 0.08% | 252 |
|
|
2020
Q2 | $740K | Sell |
8,451
-1,155
| -12% | -$101K | 0.07% | 267 |
|
|
2020
Q1 | $847K | Buy |
9,606
+116
| +1% | +$10.2K | 0.1% | 218 |
|
|
2019
Q4 | $875K | Buy |
9,490
+999
| +12% | +$92.1K | 0.09% | 240 |
|
|
2019
Q3 | $808K | Buy |
8,491
+698
| +9% | +$66.4K | 0.08% | 251 |
|
|
2019
Q2 | $650K | Buy |
7,793
+184
| +2% | +$15.3K | 0.07% | 308 |
|
|
2019
Q1 | $602K | Buy |
7,609
+640
| +9% | +$50.6K | 0.08% | 315 |
|
|
2018
Q4 | $483K | Buy |
6,969
+296
| +4% | +$20.5K | 0.07% | 337 |
|
|
2018
Q3 | $445K | Sell |
6,673
-32
| -0.5% | -$2.13K | 0.06% | 393 |
|
|
2018
Q2 | $434K | Sell |
6,705
-68
| -1% | -$4.4K | 0.06% | 378 |
|
|
2018
Q1 | $425K | Sell |
6,773
-59
| -0.9% | -$3.7K | 0.06% | 391 |
|
|
2017
Q4 | $454K | Buy |
6,832
+292
| +4% | +$19.4K | 0.06% | 375 |
|
|
2017
Q3 | $411K | Buy |
6,540
+51
| +0.8% | +$3.21K | 0.06% | 383 |
|
|
2017
Q2 | $399K | Buy |
6,489
+322
| +5% | +$19.8K | 0.07% | 361 |
|
|
2017
Q1 | $373K | Buy |
6,167
+2,470
| +67% | +$149K | 0.07% | 363 |
|
|
2016
Q4 | $217K | Buy |
3,697
+133
| +4% | +$7.81K | 0.04% | 481 |
|
|
2016
Q3 | $214K | Buy |
3,564
+58
| +2% | +$3.48K | 0.04% | 478 |
|
|
2016
Q2 | $229K | Buy |
+3,506
| New | +$229K | 0.05% | 428 |
|