SOA Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Hold |
480
| – | – | 0.01% | 370 |
|
|
2025
Q1 | $52.3K | Hold |
480
| – | – | 0.01% | 338 |
|
|
2024
Q4 | $45.1K | Hold |
480
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $46.2K | Hold |
480
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $37.7K | Hold |
480
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $39.4K | Hold |
480
| – | – | 0.01% | 337 |
|
|
2023
Q4 | $40.4K | Hold |
480
| – | – | 0.01% | 319 |
|
|
2023
Q3 | $38.7K | Hold |
480
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $42.4K | Hold |
480
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $45.5K | Hold |
480
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $45K | Hold |
480
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $42K | Hold |
480
| – | – | 0.01% | 291 |
|
|
2022
Q2 | $48K | Hold |
480
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $47K | Hold |
480
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $46K | Hold |
480
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $42K | Hold |
480
| – | – | 0.01% | 328 |
|
|
2021
Q2 | $42K | Hold |
480
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $44K | Hold |
480
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $41K | Buy |
+480
| New | +$41K | 0.01% | 293 |
|