MLL
Moody Lynn & Lieberson’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
4,521
-10
| -0.2% | -$1.04K | 0.03% | 177 |
|
|
2025
Q1 | $494K | Hold |
4,531
| – | – | 0.03% | 172 |
|
|
2024
Q4 | $426K | Hold |
4,531
| – | – | 0.03% | 180 |
|
|
2024
Q3 | $436K | Buy |
4,531
+23
| +0.5% | +$2.21K | 0.03% | 185 |
|
|
2024
Q2 | $354K | Sell |
4,508
-100
| -2% | -$7.85K | 0.02% | 186 |
|
|
2024
Q1 | $378K | Sell |
4,608
-295
| -6% | -$24.2K | 0.03% | 183 |
|
|
2023
Q4 | $413K | Hold |
4,903
| – | – | 0.03% | 172 |
|
|
2023
Q3 | $395K | Sell |
4,903
-285
| -5% | -$23K | 0.03% | 158 |
|
|
2023
Q2 | $458K | Hold |
5,188
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $492K | Hold |
5,188
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $486K | Hold |
5,188
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $464K | Hold |
5,188
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $522K | Buy |
5,188
+680
| +15% | +$68.4K | 0.05% | 144 |
|
|
2022
Q1 | $450K | Hold |
4,508
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $438K | Hold |
4,508
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $398K | Hold |
4,508
| – | – | 0.03% | 178 |
|
|
2021
Q2 | $401K | Sell |
4,508
-41
| -0.9% | -$3.65K | 0.03% | 173 |
|
|
2021
Q1 | $426K | Buy |
4,549
+189
| +4% | +$17.7K | 0.04% | 167 |
|
|
2020
Q4 | $401K | Hold |
4,360
| – | – | 0.03% | 160 |
|
|
2020
Q3 | $422K | Hold |
4,360
| – | – | 0.04% | 145 |
|
|
2020
Q2 | $382K | Hold |
4,360
| – | – | 0.04% | 141 |
|
|
2020
Q1 | $384 | Sell |
4,360
-69
| -2% | -$6 | 0.05% | 124 |
|
|
2019
Q4 | $408K | Buy |
4,429
+69
| +2% | +$6.36K | 0.04% | 170 |
|
|
2019
Q3 | $415K | Sell |
4,360
-33
| -0.8% | -$3.14K | 0.05% | 149 |
|
|
2019
Q2 | $366K | Buy |
4,393
+110
| +3% | +$9.17K | 0.04% | 167 |
|
|
2019
Q1 | $339K | Hold |
4,283
| – | – | 0.04% | 168 |
|
|
2018
Q4 | $297K | Hold |
4,283
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $286K | Hold |
4,283
| – | – | 0.03% | 188 |
|
|
2018
Q2 | $277K | Buy |
4,283
+153
| +4% | +$9.9K | 0.03% | 191 |
|
|
2018
Q1 | $259K | Hold |
4,130
| – | – | 0.03% | 186 |
|
|
2017
Q4 | $262K | Sell |
4,130
-75
| -2% | -$4.76K | 0.03% | 198 |
|
|
2017
Q3 | $264K | Buy |
4,205
+75
| +2% | +$4.71K | 0.03% | 195 |
|
|
2017
Q2 | $253K | Buy |
4,130
+360
| +10% | +$22.1K | 0.03% | 199 |
|
|
2017
Q1 | $229K | Buy |
+3,770
| New | +$229K | 0.03% | 161 |
|