Ashton Thomas Private Wealth’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 | $4.4M | Buy |
42,249
+996
| +2% | +$104K | 0.16% | 149 |
|
|
2025
Q1 | $4.5M | Buy |
41,253
+1,088
| +3% | +$119K | 0.17% | 139 |
|
|
2024
Q4 | $3.78M | Buy |
40,165
+1,908
| +5% | +$179K | 0.15% | 169 |
|
|
2024
Q3 | $3.68M | Buy |
38,257
+1,095
| +3% | +$105K | 0.19% | 129 |
|
|
2024
Q2 | $2.92M | Buy |
37,162
+10,884
| +41% | +$854K | 0.16% | 144 |
|
|
2024
Q1 | $2.16M | Buy |
26,278
+2,185
| +9% | +$179K | 0.12% | 192 |
|
|
2023
Q4 | $2.03M | Buy |
24,093
+994
| +4% | +$83.7K | 0.13% | 190 |
|
|
2023
Q3 | $1.86M | Buy |
23,099
+2,361
| +11% | +$190K | 0.14% | 186 |
|
|
2023
Q2 | $1.83M | Buy |
20,738
+2,950
| +17% | +$260K | 0.14% | 176 |
|
|
2023
Q1 | $1.69M | Buy |
17,788
+203
| +1% | +$19.2K | 0.15% | 181 |
|
|
2022
Q4 | $1.65M | Buy |
17,585
+721
| +4% | +$67.6K | 0.16% | 167 |
|
|
2022
Q3 | $1.51M | Sell |
16,864
-21
| -0.1% | -$1.88K | 0.17% | 163 |
|
|
2022
Q2 | $1.7M | Buy |
16,885
+516
| +3% | +$51.9K | 0.18% | 143 |
|
|
2022
Q1 | $1.63M | Buy |
16,369
+3,602
| +28% | +$360K | 0.14% | 179 |
|
|
2021
Q4 | $1.24M | Buy |
+12,767
| New | +$1.24M | 0.12% | 201 |
|
|
2020
Q3 | – | Sell |
-4,924
| Closed | -$432K | – | 268 |
|
|
2020
Q2 | $432K | Buy |
4,924
+530
| +12% | +$46.5K | 0.13% | 170 |
|
|
2020
Q1 | $387K | Buy |
4,394
+220
| +5% | +$19.4K | 0.16% | 142 |
|
|
2019
Q4 | $385K | Buy |
4,174
+80
| +2% | +$7.38K | 0.13% | 162 |
|
|
2019
Q3 | $389K | Buy |
4,094
+791
| +24% | +$75.2K | 0.16% | 123 |
|
|
2019
Q2 | $275K | Buy |
3,303
+340
| +11% | +$28.3K | 0.11% | 151 |
|
|
2019
Q1 | $234K | Buy |
+2,963
| New | +$234K | 0.1% | 167 |
|