LWM
Liberty Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
2,340
+26
| +1% | +$2.71K | 0.04% | 196 |
|
|
2025
Q1 | $252K | Sell |
2,314
-226
| -9% | -$24.6K | 0.05% | 131 |
|
|
2024
Q4 | $239K | Sell |
2,540
-328
| -11% | -$30.8K | 0.04% | 181 |
|
|
2024
Q3 | $276K | Buy |
2,868
+209
| +8% | +$20.1K | 0.05% | 164 |
|
|
2024
Q2 | $209K | Buy |
2,659
+6
| +0.2% | +$472 | 0.04% | 190 |
|
|
2024
Q1 | $218K | Buy |
+2,653
| New | +$218K | 0.04% | 174 |
|
|
2023
Q3 | – | Sell |
-2,354
| Closed | -$208K | – | 197 |
|
|
2023
Q2 | $208K | Buy |
2,354
+17
| +0.7% | +$1.5K | 0.05% | 181 |
|
|
2023
Q1 | $222K | Buy |
+2,337
| New | +$222K | 0.05% | 208 |
|
|
2022
Q3 | – | Sell |
-2,109
| Closed | -$212K | – | 159 |
|
|
2022
Q2 | $212K | Buy |
2,109
+13
| +0.6% | +$1.31K | 0.09% | 132 |
|
|
2022
Q1 | $209K | Sell |
2,096
-398
| -16% | -$39.7K | 0.08% | 143 |
|
|
2021
Q4 | $242 | Sell |
2,494
-8
| -0.3% | -$1 | 0.01% | 139 |
|
|
2021
Q3 | $221K | Buy |
2,502
+298
| +14% | +$26.3K | 0.08% | 150 |
|
|
2021
Q2 | $169K | Buy |
2,204
+845
| +62% | +$64.8K | 0.07% | 152 |
|
|
2021
Q1 | $120K | Hold |
1,359
| – | – | 0.06% | 159 |
|
|
2020
Q4 | $120K | Buy |
1,359
+26
| +2% | +$2.3K | 0.06% | 157 |
|
|
2020
Q3 | $129K | Buy |
1,333
+578
| +77% | +$55.9K | 0.08% | 136 |
|
|
2020
Q2 | $66K | Sell |
755
-69
| -8% | -$6.03K | 0.05% | 195 |
|
|
2020
Q1 | $73K | Buy |
824
+1
| +0.1% | +$89 | 0.06% | 175 |
|
|
2019
Q4 | $76K | Sell |
823
-1
| -0.1% | -$92 | 0.06% | 189 |
|
|
2019
Q3 | $78K | Sell |
824
-2,211
| -73% | -$209K | 0.07% | 173 |
|
|
2019
Q2 | $253K | Buy |
3,035
+2,768
| +1,037% | +$231K | 0.22% | 88 |
|
|
2019
Q1 | $21K | Hold |
267
| – | – | 0.02% | 341 |
|
|
2018
Q4 | $18K | Buy |
+267
| New | +$18K | 0.01% | 345 |
|