Mission Wealth Management’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 | $482K | Buy |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $891K | Hold |
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $788K | Buy |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $257K | Buy |
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