WealthTrust Axiom’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
Q3 | $420K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $216K | Hold |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $205K | Hold |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $287K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $286K | Hold |
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|
2016
Q3 | $292K | Hold |
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|
2016
Q2 | $319K | Hold |
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|
2016
Q1 | $293K | Hold |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $293K | Buy |
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