Intelligent Financial Strategies’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $121K | Hold |
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|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $99.5K | Hold |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $83K | Hold |
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|
2024
Q1 | $86.9K | Hold |
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|
2023
Q4 | $89.1K | Hold |
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|
2023
Q3 | $85.3K | Hold |
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|
2023
Q2 | $93.4K | Hold |
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|
2023
Q1 | $100K | Hold |
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|
2022
Q4 | $99.2K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $103K | Buy |
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