Glass Jacobson Investment Advisors’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 | – | Sell |
-1,188
| Closed | -$112K | – | 855 |
|
|
2025
Q1 | $112K | Hold |
1,188
| – | – | 0.04% | 283 |
|
|
2024
Q4 | $112K | Buy |
1,188
+20
| +2% | +$1.88K | 0.04% | 283 |
|
|
2024
Q3 | $112K | Hold |
1,168
| – | – | 0.04% | 268 |
|
|
2024
Q2 | $91.6K | Hold |
1,168
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $95.9K | Hold |
1,168
| – | – | 0.04% | 277 |
|
|
2023
Q4 | $98.3K | Hold |
1,168
| – | – | 0.04% | 267 |
|
|
2023
Q3 | $94.1K | Hold |
1,168
| – | – | 0.04% | 263 |
|
|
2023
Q2 | $103K | Buy |
+1,168
| New | +$103K | 0.05% | 258 |
|
|
2022
Q4 | $110K | Buy |
+1,168
| New | +$110K | 0.05% | 259 |
|