Kohmann Bosshard Financial Services’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 | $286K | Hold |
2,745
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $299K | Hold |
2,745
| – | – | 0.04% | 163 |
|
|
2024
Q4 | $258K | Hold |
2,745
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $264K | Hold |
2,745
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $215K | Hold |
2,745
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $225K | Buy |
+2,745
| New | +$225K | 0.03% | 181 |
|
|
2023
Q2 | – | Sell |
-2,261
| Closed | -$214K | – | 184 |
|
|
2023
Q1 | $214K | Hold |
2,261
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $212K | Buy |
+2,261
| New | +$212K | 0.04% | 144 |
|
|
2022
Q3 | – | Sell |
-2,121
| Closed | -$213K | – | 149 |
|
|
2022
Q2 | $213K | Hold |
2,121
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $212K | Hold |
2,121
| – | – | 0.04% | 128 |
|
|
2021
Q4 | $206K | Buy |
+2,121
| New | +$206K | 0.04% | 108 |
|
|
2021
Q1 | – | Sell |
-2,691
| Closed | -$248K | – | 106 |
|
|
2020
Q4 | $248K | Hold |
2,691
| – | – | 0.08% | 89 |
|
|
2020
Q3 | $261K | Hold |
2,691
| – | – | 0.09% | 82 |
|
|
2020
Q2 | $236K | Hold |
2,691
| – | – | 0.09% | 82 |
|
|
2020
Q1 | $237K | Buy |
2,691
+891
| +50% | +$78.5K | 0.1% | 74 |
|
|
2019
Q4 | $166K | Hold |
1,800
| – | – | 0.06% | 87 |
|
|
2019
Q3 | $171K | Buy |
+1,800
| New | +$171K | 0.07% | 84 |
|