Newbridge Financial Services Group’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
Q2 | $20.4K | Buy |
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|
2025
Q1 | $19.6K | Buy |
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|
2024
Q4 | $16.8K | Buy |
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|
2024
Q3 | $6.07K | Hold |
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|
2024
Q2 | $4.91K | Buy |
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|
2024
Q1 | $2.24K | Sell |
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|
2023
Q4 | $17.4K | Sell |
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|
2023
Q3 | $23.3K | Buy |
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|
2023
Q2 | $25.5K | Hold |
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|
2023
Q1 | $27.3K | Hold |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $14K | Buy |
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