SVWAG
Sound View Wealth Advisors Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
8,281
+97
| +1% | +$10.1K | 0.06% | 204 |
|
|
2025
Q1 | $892K | Buy |
8,184
+296
| +4% | +$32.3K | 0.07% | 187 |
|
|
2024
Q4 | $742K | Buy |
7,888
+200
| +3% | +$18.8K | 0.06% | 214 |
|
|
2024
Q3 | $739K | Buy |
7,688
+3,747
| +95% | +$360K | 0.06% | 214 |
|
|
2024
Q2 | $309K | Hold |
3,941
| – | – | 0.03% | 295 |
|
|
2024
Q1 | $324K | Sell |
3,941
-318
| -7% | -$26.1K | 0.03% | 297 |
|
|
2023
Q4 | $358K | Sell |
4,259
-380
| -8% | -$32K | 0.04% | 282 |
|
|
2023
Q3 | $374K | Buy |
4,639
+806
| +21% | +$64.9K | 0.05% | 256 |
|
|
2023
Q2 | $338K | Sell |
3,833
-249
| -6% | -$22K | 0.04% | 272 |
|
|
2023
Q1 | $387K | Sell |
4,082
-177
| -4% | -$16.8K | 0.05% | 253 |
|
|
2022
Q4 | $358K | Buy |
4,259
+1,063
| +33% | +$89.5K | 0.04% | 282 |
|
|
2022
Q3 | $286K | Hold |
3,196
| – | – | 0.06% | 219 |
|
|
2022
Q2 | $322K | Sell |
3,196
-5
| -0.2% | -$504 | 0.07% | 211 |
|
|
2022
Q1 | $319K | Buy |
3,201
+5
| +0.2% | +$498 | 0.06% | 228 |
|
|
2021
Q4 | $310K | Sell |
3,196
-33
| -1% | -$3.2K | 0.06% | 237 |
|
|
2021
Q3 | $285K | Buy |
3,229
+21
| +0.7% | +$1.85K | 0.06% | 239 |
|
|
2021
Q2 | $285K | Sell |
3,208
-21
| -0.7% | -$1.87K | 0.06% | 242 |
|
|
2021
Q1 | $302K | Sell |
3,229
-284
| -8% | -$26.6K | 0.07% | 219 |
|
|
2020
Q4 | $323K | Buy |
3,513
+588
| +20% | +$54.1K | 0.08% | 194 |
|
|
2020
Q3 | $283K | Hold |
2,925
| – | – | 0.07% | 196 |
|
|
2020
Q2 | $256K | Buy |
2,925
+331
| +13% | +$29K | 0.07% | 201 |
|
|
2020
Q1 | $229K | Hold |
2,594
| – | – | 0.08% | 193 |
|
|
2019
Q4 | $239K | Sell |
2,594
-342
| -12% | -$31.5K | 0.07% | 218 |
|
|
2019
Q3 | $279K | Sell |
2,936
-115
| -4% | -$10.9K | 0.08% | 199 |
|
|
2019
Q2 | $254K | Buy |
+3,051
| New | +$254K | 0.08% | 218 |
|