Blue Barn 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 | $451K | Buy |
4,330
+135
| +3% | +$14.1K | 0.21% | 72 |
|
|
2025
Q1 | $457K | Sell |
4,195
-9
| -0.2% | -$981 | 0.24% | 65 |
|
|
2024
Q4 | $395K | Buy |
4,204
+30
| +0.7% | +$2.82K | 0.21% | 77 |
|
|
2024
Q3 | $401K | Sell |
4,174
-171
| -4% | -$16.4K | 0.21% | 77 |
|
|
2024
Q2 | $341K | Buy |
4,345
+303
| +7% | +$23.8K | 0.19% | 81 |
|
|
2024
Q1 | $332K | Buy |
4,042
+701
| +21% | +$57.6K | 0.19% | 80 |
|
|
2023
Q4 | $281K | Buy |
3,341
+193
| +6% | +$16.2K | 0.17% | 87 |
|
|
2023
Q3 | $254K | Sell |
3,148
-2
| -0.1% | -$161 | 0.17% | 99 |
|
|
2023
Q2 | $278K | Sell |
3,150
-101
| -3% | -$8.91K | 0.18% | 90 |
|
|
2023
Q1 | $308K | Sell |
3,251
-28
| -0.9% | -$2.65K | 0.19% | 89 |
|
|
2022
Q4 | $307K | Buy |
3,279
+87
| +3% | +$8.16K | 0.2% | 77 |
|
|
2022
Q3 | $285K | Buy |
3,192
+55
| +2% | +$4.91K | 0.2% | 76 |
|
|
2022
Q2 | $316K | Buy |
+3,137
| New | +$316K | 0.24% | 69 |
|