West Oak Capital’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 | $31K | Sell |
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|
2025
Q2 | $28.7K | Buy |
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|
2025
Q1 | $26.6K | Sell |
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|
2024
Q4 | $23.1M | Buy |
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|
2024
Q3 | $23.3K | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $853K | Buy |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $757K | Hold |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $910K | Sell |
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|
2022
Q4 | $927K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $881K | Buy |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $532K | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $560K | Buy |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $595K | Sell |
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|
2019
Q2 | $530K | Hold |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $446K | Sell |
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|
2018
Q3 | $751K | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.37M | Buy |
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|
2015
Q4 | $309K | Sell |
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|
2015
Q3 | $319K | Hold |
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|
2015
Q2 | $275K | Sell |
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|
2015
Q1 | $776K | Sell |
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|
2014
Q4 | $1.28M | Sell |
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|
2014
Q3 | $1.06M | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.17M | Sell |
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|
2013
Q4 | $1.09M | Sell |
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|
2013
Q3 | $1.06M | Buy |
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|
2013
Q2 | $1.06M | Buy |
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