Sequoia Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $810K | Sell |
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|
2025
Q2 | $753K | Buy |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $5.14M | Sell |
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|
2023
Q4 | $5.46M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.02M | Buy |
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