OneDigital Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
7,842
-882
| -10% | -$91.9K | 0.01% | 710 |
|
|
2025
Q1 | $951K | Buy |
8,724
+134
| +2% | +$14.6K | 0.01% | 622 |
|
|
2024
Q4 | $808K | Sell |
8,590
-90
| -1% | -$8.46K | 0.01% | 707 |
|
|
2024
Q3 | $835K | Sell |
8,680
-137
| -2% | -$13.2K | 0.01% | 725 |
|
|
2024
Q2 | $692K | Buy |
8,817
+1,555
| +21% | +$122K | 0.01% | 764 |
|
|
2024
Q1 | $596K | Buy |
7,262
+894
| +14% | +$73.4K | 0.01% | 680 |
|
|
2023
Q4 | $536K | Buy |
6,368
+7
| +0.1% | +$589 | 0.01% | 693 |
|
|
2023
Q3 | $512K | Buy |
6,361
+768
| +14% | +$61.9K | 0.01% | 633 |
|
|
2023
Q2 | $493K | Buy |
5,593
+97
| +2% | +$8.56K | 0.01% | 649 |
|
|
2023
Q1 | $521K | Buy |
5,496
+375
| +7% | +$35.5K | 0.01% | 602 |
|
|
2022
Q4 | $480K | Buy |
5,121
+920
| +22% | +$86.3K | 0.01% | 531 |
|
|
2022
Q3 | $376K | Buy |
4,201
+147
| +4% | +$13.2K | 0.01% | 534 |
|
|
2022
Q2 | $408K | Buy |
4,054
+17
| +0.4% | +$1.71K | 0.02% | 480 |
|
|
2022
Q1 | $403K | Buy |
4,037
+168
| +4% | +$16.8K | 0.02% | 503 |
|
|
2021
Q4 | $376K | Sell |
3,869
-65
| -2% | -$6.32K | 0.01% | 517 |
|
|
2021
Q3 | $347K | Sell |
3,934
-163
| -4% | -$14.4K | 0.01% | 527 |
|
|
2021
Q2 | $364K | Buy |
4,097
+7
| +0.2% | +$622 | 0.02% | 493 |
|
|
2021
Q1 | $383K | Buy |
4,090
+102
| +3% | +$9.55K | 0.02% | 439 |
|
|
2020
Q4 | $367K | Buy |
3,988
+170
| +4% | +$15.6K | 0.02% | 422 |
|
|
2020
Q3 | $370K | Buy |
3,818
+40
| +1% | +$3.88K | 0.03% | 365 |
|
|
2020
Q2 | $331K | Hold |
3,778
| – | – | 0.02% | 413 |
|
|
2020
Q1 | $333K | Sell |
3,778
-684
| -15% | -$60.3K | 0.03% | 340 |
|
|
2019
Q4 | $412K | Sell |
4,462
-20
| -0.4% | -$1.85K | 0.03% | 343 |
|
|
2019
Q3 | $426K | Sell |
4,482
-1,409
| -24% | -$134K | 0.04% | 308 |
|
|
2019
Q2 | $491K | Buy |
5,891
+4,771
| +426% | +$398K | 0.04% | 257 |
|
|
2019
Q1 | $89K | Sell |
1,120
-52
| -4% | -$4.13K | 0.01% | 391 |
|
|
2018
Q4 | $81K | Buy |
+1,172
| New | +$81K | 0.01% | 374 |
|
|
2018
Q3 | – | Sell |
-1,226
| Closed | -$79K | – | 1274 |
|
|
2018
Q2 | $79K | Sell |
1,226
-16
| -1% | -$1.03K | 0.02% | 380 |
|
|
2018
Q1 | $78K | Buy |
1,242
+31
| +3% | +$1.95K | 0.02% | 403 |
|
|
2017
Q4 | $80K | Sell |
1,211
-32
| -3% | -$2.11K | 0.01% | 396 |
|
|
2017
Q3 | $78K | Hold |
1,243
| – | – | 0.03% | 279 |
|
|
2017
Q2 | $76K | Buy |
+1,243
| New | +$76K | 0.02% | 377 |
|