Brass Tax 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 | $537K | Buy |
5,152
+40
| +0.8% | +$4.17K | 0.1% | 108 |
|
|
2025
Q1 | $557K | Buy |
5,112
+40
| +0.8% | +$4.36K | 0.12% | 92 |
|
|
2024
Q4 | $477K | Buy |
5,072
+40
| +0.8% | +$3.76K | 0.1% | 102 |
|
|
2024
Q3 | $484K | Buy |
5,032
+948
| +23% | +$91.2K | 0.1% | 93 |
|
|
2024
Q2 | $320K | Hold |
4,084
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $335K | Buy |
+4,084
| New | +$335K | 0.17% | 73 |
|