KOMWMG
Kerntke Otto McGlone Wealth Management Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
2,746
+6
| +0.2% | +$625 | 0.23% | 64 |
|
|
2025
Q1 | $299K | Buy |
2,740
+7
| +0.3% | +$763 | 0.26% | 58 |
|
|
2024
Q4 | $257K | Buy |
2,733
+7
| +0.3% | +$658 | 0.19% | 69 |
|
|
2024
Q3 | $262K | Buy |
2,726
+7
| +0.3% | +$673 | 0.22% | 66 |
|
|
2024
Q2 | $213K | Sell |
2,719
-200
| -7% | -$15.7K | 0.2% | 69 |
|
|
2024
Q1 | $240K | Sell |
2,919
-88
| -3% | -$7.23K | 0.24% | 61 |
|
|
2023
Q4 | $253K | Buy |
3,007
+7
| +0.2% | +$589 | 0.25% | 56 |
|
|
2023
Q3 | $242K | Sell |
3,000
-580
| -16% | -$46.7K | 0.25% | 56 |
|
|
2023
Q2 | $316K | Buy |
3,580
+3
| +0.1% | +$265 | 0.31% | 49 |
|
|
2023
Q1 | $339K | Buy |
3,577
+184
| +5% | +$17.4K | 0.35% | 46 |
|
|
2022
Q4 | $318K | Sell |
3,393
-19
| -0.6% | -$1.78K | 0.37% | 45 |
|
|
2022
Q3 | $305K | Sell |
3,412
-6
| -0.2% | -$536 | 0.46% | 41 |
|
|
2022
Q2 | $344K | Buy |
+3,418
| New | +$344K | 0.51% | 37 |
|
|
2022
Q1 | – | Sell |
-2,159
| Closed | -$210K | – | 70 |
|
|
2021
Q4 | $210K | Buy |
+2,159
| New | +$210K | 0.26% | 63 |
|
|
2021
Q3 | – | Sell |
-12,593
| Closed | -$1.12M | – | 133 |
|
|
2021
Q2 | $1.12M | Sell |
12,593
-867
| -6% | -$77.1K | 0.45% | 37 |
|
|
2021
Q1 | $1.26M | Buy |
13,460
+445
| +3% | +$41.7K | 0.66% | 34 |
|
|
2020
Q4 | $1.2M | Buy |
13,015
+36
| +0.3% | +$3.31K | 0.71% | 34 |
|
|
2020
Q3 | $1.26M | Buy |
12,979
+536
| +4% | +$52K | 0.92% | 29 |
|
|
2020
Q2 | $1.09M | Sell |
12,443
-28
| -0.2% | -$2.46K | 1% | 23 |
|
|
2020
Q1 | $1.1M | Sell |
12,471
-110
| -0.9% | -$9.69K | 1.23% | 21 |
|
|
2019
Q4 | $1.16M | Buy |
+12,581
| New | +$1.16M | 0.98% | 24 |
|