OneAscent Financial Services’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
Q4 | $264K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $368K | Buy |
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