Liberty Wealth Management’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 | $272K | Buy |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $242 | Sell |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $129K | Buy |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $78K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $18K | Buy |
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