Bruce G. Allen Investments’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 | $55.1K | Hold |
529
| – | – | 0.04% | 243 |
|
|
2025
Q1 | $57.7K | Sell |
529
-15
| -3% | -$1.64K | 0.05% | 225 |
|
|
2024
Q4 | $51.2K | Buy |
544
+4
| +0.7% | +$376 | 0.04% | 252 |
|
|
2024
Q3 | $51.9K | Buy |
540
+29
| +6% | +$2.79K | 0.04% | 254 |
|
|
2024
Q2 | $40.1K | Sell |
511
-32
| -6% | -$2.51K | 0.03% | 280 |
|
|
2024
Q1 | $44.6K | Buy |
543
+71
| +15% | +$5.83K | 0.04% | 261 |
|
|
2023
Q4 | $39.7K | Buy |
+472
| New | +$39.7K | 0.04% | 275 |
|