Moody Lynn & Lieberson’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 | $462K | Sell |
|
|||||
|
2025
Q2 | $471K | Sell |
|
|||||
|
2025
Q1 | $494K | Hold |
|
|||||
|
2024
Q4 | $426K | Hold |
|
|||||
|
2024
Q3 | $436K | Buy |
|
|||||
|
2024
Q2 | $354K | Sell |
|
|||||
|
2024
Q1 | $378K | Sell |
|
|||||
|
2023
Q4 | $413K | Hold |
|
|||||
|
2023
Q3 | $395K | Sell |
|
|||||
|
2023
Q2 | $458K | Hold |
|
|||||
|
2023
Q1 | $492K | Hold |
|
|||||
|
2022
Q4 | $486K | Hold |
|
|||||
|
2022
Q3 | $464K | Hold |
|
|||||
|
2022
Q2 | $522K | Buy |
|
|||||
|
2022
Q1 | $450K | Hold |
|
|||||
|
2021
Q4 | $438K | Hold |
|
|||||
|
2021
Q3 | $398K | Hold |
|
|||||
|
2021
Q2 | $401K | Sell |
|
|||||
|
2021
Q1 | $426K | Buy |
|
|||||
|
2020
Q4 | $401K | Hold |
|
|||||
|
2020
Q3 | $422K | Hold |
|
|||||
|
2020
Q2 | $382K | Hold |
|
|||||
|
2020
Q1 | $384 | Sell |
|
|||||
|
2019
Q4 | $408K | Buy |
|
|||||
|
2019
Q3 | $415K | Sell |
|
|||||
|
2019
Q2 | $366K | Buy |
|
|||||
|
2019
Q1 | $339K | Hold |
|
|||||
|
2018
Q4 | $297K | Hold |
|
|||||
|
2018
Q3 | $286K | Hold |
|
|||||
|
2018
Q2 | $277K | Buy |
|
|||||
|
2018
Q1 | $259K | Hold |
|
|||||
|
2017
Q4 | $262K | Sell |
|
|||||
|
2017
Q3 | $264K | Buy |
|
|||||
|
2017
Q2 | $253K | Buy |
|
|||||
|
2017
Q1 | $229K | Buy |
|