HighMark 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 | $10.4K | Hold |
100
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $10.9K | Hold |
100
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $9.4K | Hold |
100
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $9.62K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $7.85K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $8.21K | Hold |
100
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $8.42K | Hold |
100
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $8.06K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $8.82K | Hold |
100
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $9.48K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $9.38K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | 0.01% | 273 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 258 |
|