Washington Trust’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 | – | Sell |
-112
| Closed | -$12.2K | – | 729 |
|
|
2025
Q1 | $12.2K | Sell |
112
-1,525
| -93% | -$166K | ﹤0.01% | 580 |
|
|
2024
Q4 | $154K | Buy |
1,637
+931
| +132% | +$87.5K | 0.01% | 299 |
|
|
2024
Q3 | $67.9K | Buy |
706
+134
| +23% | +$12.9K | ﹤0.01% | 409 |
|
|
2024
Q2 | $44.9K | Buy |
572
+19
| +3% | +$1.49K | ﹤0.01% | 461 |
|
|
2024
Q1 | $45.4K | Buy |
553
+65
| +13% | +$5.33K | ﹤0.01% | 465 |
|
|
2023
Q4 | $41.1K | Buy |
488
+27
| +6% | +$2.27K | ﹤0.01% | 455 |
|
|
2023
Q3 | $37.1K | Hold |
461
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $40.7K | Hold |
461
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $43.7K | Hold |
461
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $43.2K | Hold |
461
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $41K | Buy |
461
+261
| +131% | +$23.2K | ﹤0.01% | 427 |
|
|
2022
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $20K | Sell |
200
-19
| -9% | -$1.9K | ﹤0.01% | 586 |
|
|
2021
Q4 | $21K | Sell |
219
-11
| -5% | -$1.06K | ﹤0.01% | 577 |
|
|
2021
Q3 | $21K | Buy |
230
+30
| +15% | +$2.74K | ﹤0.01% | 684 |
|
|
2021
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 676 |
|
|
2020
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2020
Q1 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 577 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$16K | – | 814 |
|
|
2018
Q2 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 613 |
|