Level Four Advisory Services’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 | $2.73M | Sell |
26,247
-4,344
| -14% | -$453K | 0.1% | 230 |
|
|
2025
Q1 | $3.33M | Buy |
30,591
+1,195
| +4% | +$130K | 0.14% | 189 |
|
|
2024
Q4 | $2.76M | Buy |
29,396
+653
| +2% | +$61.4K | 0.11% | 204 |
|
|
2024
Q3 | $2.75M | Buy |
28,743
+2,243
| +8% | +$214K | 0.12% | 199 |
|
|
2024
Q2 | $2.08M | Buy |
+26,500
| New | +$2.08M | 0.09% | 228 |
|
|
2023
Q3 | – | Sell |
-3,618
| Closed | -$319K | – | 861 |
|
|
2023
Q2 | $319K | Sell |
3,618
-584
| -14% | -$51.5K | 0.02% | 603 |
|
|
2023
Q1 | $398K | Buy |
+4,202
| New | +$398K | 0.03% | 503 |
|
|
2022
Q2 | – | Sell |
-2,281
| Closed | -$228K | – | 663 |
|
|
2022
Q1 | $228K | Buy |
+2,281
| New | +$228K | 0.02% | 572 |
|
|
2021
Q3 | – | Sell |
-2,286
| Closed | -$203K | – | 652 |
|
|
2021
Q2 | $203K | Sell |
2,286
-11,130
| -83% | -$988K | 0.01% | 625 |
|
|
2021
Q1 | $1.26M | Buy |
13,416
+175
| +1% | +$16.4K | 0.1% | 227 |
|
|
2020
Q4 | $1.22M | Buy |
13,241
+1
| +0% | +$92 | 0.1% | 211 |
|
|
2020
Q3 | $1.28M | Sell |
13,240
-771
| -6% | -$74.7K | 0.1% | 205 |
|
|
2020
Q2 | $1.23M | Sell |
14,011
-1,777
| -11% | -$156K | 0.1% | 217 |
|
|
2020
Q1 | $1.39M | Sell |
15,788
-2,409
| -13% | -$212K | 0.17% | 149 |
|
|
2019
Q4 | $13.9M | Buy |
18,197
+755
| +4% | +$575K | 0.55% | 48 |
|
|
2019
Q3 | $1.66M | Buy |
17,442
+14,895
| +585% | +$1.42M | 0.17% | 137 |
|
|
2019
Q2 | $212K | Buy |
+2,547
| New | +$212K | 0.02% | 495 |
|
|
2019
Q1 | – | Sell |
-3,856
| Closed | -$267K | – | 550 |
|
|
2018
Q4 | $267K | Buy |
+3,856
| New | +$267K | 0.03% | 422 |
|
|
2017
Q4 | – | Sell |
-3,605
| Closed | -$226K | – | 556 |
|
|
2017
Q3 | $226K | Sell |
3,605
-1,736
| -33% | -$109K | 0.02% | 464 |
|
|
2017
Q2 | $327K | Hold |
5,341
| – | – | 0.05% | 346 |
|
|
2017
Q1 | $327K | Sell |
5,341
-1,360
| -20% | -$83.3K | 0.03% | 394 |
|
|
2016
Q4 | $393K | Buy |
+6,701
| New | +$393K | 0.05% | 320 |
|