Blossom Wealth Management’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 | $662K | Sell |
6,349
-200
| -3% | -$20.8K | 1.17% | 22 |
|
|
2025
Q1 | $714K | Sell |
6,549
-95
| -1% | -$10.4K | 1.44% | 20 |
|
|
2024
Q4 | $625K | Buy |
6,644
+181
| +3% | +$17K | 1.2% | 25 |
|
|
2024
Q3 | $622K | Buy |
6,463
+1,215
| +23% | +$117K | 1.25% | 23 |
|
|
2024
Q2 | $412K | Buy |
5,248
+203
| +4% | +$15.9K | 0.9% | 38 |
|
|
2024
Q1 | $414K | Buy |
5,045
+545
| +12% | +$44.8K | 1% | 35 |
|
|
2023
Q4 | $379K | Buy |
4,500
+703
| +19% | +$59.2K | 1.02% | 37 |
|
|
2023
Q3 | $306K | Buy |
3,797
+132
| +4% | +$10.6K | 0.98% | 41 |
|
|
2023
Q2 | $323K | Buy |
3,665
+1,324
| +57% | +$117K | 1.18% | 38 |
|
|
2023
Q1 | $222K | Buy |
+2,341
| New | +$222K | 0.9% | 48 |
|
|
2022
Q3 | – | Sell |
-2,041
| Closed | -$205K | – | 44 |
|
|
2022
Q2 | $205K | Buy |
2,041
+20
| +1% | +$2.01K | 1.04% | 41 |
|
|
2022
Q1 | $202K | Buy |
+2,021
| New | +$202K | 0.91% | 48 |
|