Sequoia Financial 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 | $753K | Buy |
7,224
+799
| +12% | +$83.3K | 0.01% | 806 |
|
|
2025
Q1 | $700K | Sell |
6,425
-616
| -9% | -$67.1K | 0.01% | 735 |
|
|
2024
Q4 | $662K | Sell |
7,041
-46,159
| -87% | -$4.34M | 0.01% | 707 |
|
|
2024
Q3 | $5.12M | Sell |
53,200
-3,705
| -7% | -$356K | 0.05% | 215 |
|
|
2024
Q2 | $4.46M | Sell |
56,905
-5,651
| -9% | -$443K | 0.05% | 205 |
|
|
2024
Q1 | $5.14M | Sell |
62,556
-2,354
| -4% | -$193K | 0.06% | 196 |
|
|
2023
Q4 | $5.46M | Buy |
64,910
+12,301
| +23% | +$1.04M | 0.07% | 205 |
|
|
2023
Q3 | $4.24M | Buy |
52,609
+48,400
| +1,150% | +$3.9M | 0.07% | 162 |
|
|
2023
Q2 | $371K | Buy |
4,209
+499
| +13% | +$44K | 0.01% | 610 |
|
|
2023
Q1 | $352K | Buy |
3,710
+540
| +17% | +$51.2K | 0.01% | 571 |
|
|
2022
Q4 | $297K | Buy |
3,170
+660
| +26% | +$61.9K | 0.01% | 585 |
|
|
2022
Q3 | $224K | Sell |
2,510
-756
| -23% | -$67.5K | 0.01% | 464 |
|
|
2022
Q2 | $329K | Sell |
3,266
-117
| -3% | -$11.8K | 0.01% | 414 |
|
|
2022
Q1 | $337K | Buy |
3,383
+969
| +40% | +$96.5K | 0.01% | 467 |
|
|
2021
Q4 | $234K | Buy |
+2,414
| New | +$234K | 0.01% | 514 |
|
|
2019
Q4 | – | Sell |
-12,629
| Closed | -$1.2M | – | 396 |
|
|
2019
Q3 | $1.2M | Sell |
12,629
-327
| -3% | -$31.1K | 0.09% | 118 |
|
|
2019
Q2 | $1.08M | Hold |
12,956
| – | – | 0.08% | 123 |
|
|
2019
Q1 | $1.03M | Buy |
+12,956
| New | +$1.03M | 0.08% | 118 |
|