Buska 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 | $299K | Hold |
2,868
| – | – | 0.08% | 56 |
|
|
2025
Q1 | $313K | Hold |
2,868
| – | – | 0.1% | 53 |
|
|
2024
Q4 | $270K | Sell |
2,868
-709
| -20% | -$66.7K | 0.09% | 53 |
|
|
2024
Q3 | $344K | Buy |
3,577
+820
| +30% | +$78.9K | 0.12% | 45 |
|
|
2024
Q2 | $216K | Hold |
2,757
| – | – | 0.09% | 52 |
|
|
2024
Q1 | $226K | Buy |
+2,757
| New | +$226K | 0.1% | 47 |
|