Cherry Tree Wealth Management’s WEC Energy WEC Stock Holding History

Cherry Tree Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$54.3K	Sell
2025 Q1	$59.7K	Hold
2024 Q4	$51.5K	Hold
2024 Q3	$52.7K	Hold
2024 Q2	$43K	Buy
2024 Q1	$42.8K	Hold
2023 Q4	$43.9K	Sell
2023 Q3	$46.6K	Hold
2023 Q2	$51K	Buy