Gryphon Financial Partners’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 | $331K | Sell |
3,180
-10
| -0.3% | -$1.04K | 0.04% | 235 |
|
|
2025
Q1 | $348K | Buy |
3,190
+84
| +3% | +$9.15K | 0.05% | 196 |
|
|
2024
Q4 | $292K | Buy |
3,106
+24
| +0.8% | +$2.26K | 0.04% | 210 |
|
|
2024
Q3 | $296K | Buy |
+3,082
| New | +$296K | 0.04% | 230 |
|
|
2019
Q1 | – | Sell |
-3,584
| Closed | -$234K | – | 198 |
|
|
2018
Q4 | $234K | Buy |
+3,584
| New | +$234K | 0.06% | 175 |
|
|
2018
Q3 | – | Sell |
-91
| Closed | -$6K | – | 828 |
|
|
2018
Q2 | $6K | Hold |
91
| – | – | ﹤0.01% | 632 |
|
|
2018
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 722 |
|