Pathstone Holdings’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 | $3.22M | Buy |
30,875
+2,921
| +10% | +$304K | 0.01% | 731 |
|
|
2025
Q1 | $3.04M | Buy |
27,954
+1,341
| +5% | +$146K | 0.01% | 756 |
|
|
2024
Q4 | $2.5M | Buy |
26,613
+1,522
| +6% | +$143K | 0.01% | 857 |
|
|
2024
Q3 | $2.41M | Sell |
25,091
-854
| -3% | -$82.1K | 0.01% | 870 |
|
|
2024
Q2 | $2.04M | Buy |
25,945
+1,157
| +5% | +$90.8K | 0.01% | 913 |
|
|
2024
Q1 | $2.04M | Buy |
24,788
+276
| +1% | +$22.7K | 0.01% | 887 |
|
|
2023
Q4 | $2.07M | Buy |
+24,512
| New | +$2.07M | 0.01% | 727 |
|