Pacific Capital Wealth 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 | – | Sell |
-2,111
| Closed | -$230K | – | 84 |
|
|
2025
Q1 | $230K | Hold |
2,111
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $199K | Hold |
2,111
| – | – | 0.03% | 81 |
|
|
2024
Q3 | $203K | Hold |
2,111
| – | – | 0.03% | 78 |
|
|
2024
Q2 | $166K | Hold |
2,111
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $173K | Hold |
2,111
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $178K | Buy |
+2,111
| New | +$178K | 0.05% | 66 |
|
|
2023
Q3 | – | Sell |
-2,490
| Closed | -$220K | – | 70 |
|
|
2023
Q2 | $220K | Hold |
2,490
| – | – | 0.06% | 62 |
|
|
2023
Q1 | $236K | Hold |
2,490
| – | – | 0.06% | 74 |
|
|
2022
Q4 | $233K | Sell |
2,490
-41
| -2% | -$3.84K | 0.06% | 78 |
|
|
2022
Q3 | $226K | Hold |
2,531
| – | – | 0.06% | 74 |
|
|
2022
Q2 | $255K | Hold |
2,531
| – | – | 0.07% | 77 |
|
|
2022
Q1 | $253K | Hold |
2,531
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $246K | Hold |
2,531
| – | – | 0.07% | 81 |
|
|
2021
Q3 | $223K | Hold |
2,531
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $225K | Hold |
2,531
| – | – | 0.11% | 72 |
|
|
2021
Q1 | $237K | Buy |
2,531
+29
| +1% | +$2.72K | 0.13% | 60 |
|
|
2020
Q4 | $230K | Hold |
2,502
| – | – | 0.13% | 62 |
|
|
2020
Q3 | $242K | Hold |
2,502
| – | – | 0.14% | 60 |
|
|
2020
Q2 | $219K | Sell |
2,502
-19
| -0.8% | -$1.66K | 0.15% | 53 |
|
|
2020
Q1 | $222K | Sell |
2,521
-210
| -8% | -$18.5K | 0.17% | 52 |
|
|
2019
Q4 | $252K | Buy |
+2,731
| New | +$252K | 0.17% | 53 |
|