Osborne Partners Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $370K | Hold |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $490K | Hold |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $506K | Hold |
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|
2018
Q4 | $443K | Hold |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $452K | Sell |
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|
2017
Q3 | $442K | Hold |
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|
2017
Q2 | $432K | Sell |
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|
2017
Q1 | $495K | Hold |
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|
2016
Q4 | $479K | Hold |
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|
2016
Q3 | $489K | Sell |
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|
2016
Q2 | $564K | Sell |
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|
2016
Q1 | $913K | Sell |
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|
2015
Q4 | $963K | Hold |
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|
2015
Q3 | $980K | Sell |
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|
2015
Q2 | $976K | Buy |
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