FullCircle 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 | $980K | Buy |
8,810
+53
| +0.6% | +$5.9K | 0.37% | 96 |
|
|
2025
Q1 | $950K | Sell |
8,757
-106
| -1% | -$11.5K | 0.39% | 84 |
|
|
2024
Q4 | $920K | Sell |
8,863
-358
| -4% | -$37.2K | 0.38% | 91 |
|
|
2024
Q3 | $894K | Buy |
9,221
+467
| +5% | +$45.3K | 0.4% | 82 |
|
|
2024
Q2 | $731K | Buy |
+8,754
| New | +$731K | 0.36% | 95 |
|