Wealth Architects’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 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $447K | Hold |
|
|||||
|
2024
Q3 | $457K | Hold |
|
|||||
|
2024
Q2 | $373K | Sell |
|
|||||
|
2024
Q1 | $421K | Sell |
|
|||||
|
2023
Q4 | $433K | Hold |
|
|||||
|
2023
Q3 | $415K | Buy |
|
|||||
|
2023
Q2 | $453K | Buy |
|
|||||
|
2023
Q1 | $452K | Hold |
|
|||||
|
2022
Q4 | $447K | Sell |
|
|||||
|
2022
Q3 | $440K | Sell |
|
|||||
|
2022
Q2 | $498K | Hold |
|
|||||
|
2022
Q1 | $494K | Buy |
|
|||||
|
2021
Q4 | $480K | Buy |
|
|||||
|
2021
Q3 | $431K | Sell |
|
|||||
|
2021
Q2 | $436K | Buy |
|
|||||
|
2021
Q1 | $445K | Sell |
|
|||||
|
2020
Q4 | $440K | Buy |
|
|||||
|
2020
Q3 | $462K | Sell |
|
|||||
|
2020
Q2 | $419K | Buy |
|
|||||
|
2020
Q1 | $420K | Sell |
|
|||||
|
2019
Q4 | $444K | Buy |
|
|||||
|
2019
Q3 | $455K | Sell |
|
|||||
|
2019
Q2 | $399K | Buy |
|
|||||
|
2019
Q1 | $378K | Buy |
|
|||||
|
2018
Q4 | $331K | Sell |
|
|||||
|
2018
Q3 | $321K | Buy |
|
|||||
|
2018
Q2 | $309K | Buy |
|
|||||
|
2018
Q1 | $299K | Sell |
|
|||||
|
2017
Q4 | $383K | Hold |
|
|||||
|
2017
Q3 | $361K | Hold |
|
|||||
|
2017
Q2 | $353K | Buy |
|
|||||
|
2017
Q1 | $349K | Buy |
|
|||||
|
2016
Q4 | $337K | Buy |
|
|||||
|
2016
Q3 | $343K | Sell |
|
|||||
|
2016
Q2 | $375K | Buy |
|
|||||
|
2016
Q1 | $286K | Buy |
|
|||||
|
2015
Q4 | $244K | Hold |
|
|||||
|
2015
Q3 | $248K | Hold |
|
|||||
|
2015
Q2 | $214K | Buy |
|