Sound View Wealth Advisors Group’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
Q2 | $863K | Buy |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $254K | Buy |
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