MSWM
McGlone Suttner Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
11,325
+106
| +0.9% | +$11K | 0.18% | 60 |
|
|
2025
Q1 | $1.22M | Buy |
11,219
+35
| +0.3% | +$3.81K | 0.2% | 55 |
|
|
2024
Q4 | $1.05M | Sell |
11,184
-63
| -0.6% | -$5.93K | 0.18% | 61 |
|
|
2024
Q3 | $1.08M | Sell |
11,247
-3,703
| -25% | -$356K | 0.22% | 59 |
|
|
2024
Q2 | $1.26M | Buy |
14,950
+2,455
| +20% | +$207K | 0.26% | 43 |
|
|
2024
Q1 | $1.03M | Sell |
12,495
-2,455
| -16% | -$202K | 0.19% | 60 |
|
|
2023
Q4 | $1.26M | Buy |
14,950
+57
| +0.4% | +$4.8K | 0.25% | 43 |
|
|
2023
Q3 | $1.2M | Buy |
14,893
+932
| +7% | +$75.1K | 0.28% | 37 |
|
|
2023
Q2 | $1.23M | Buy |
13,961
+54
| +0.4% | +$4.77K | 0.28% | 38 |
|
|
2023
Q1 | $1.32M | Sell |
13,907
-1,477
| -10% | -$140K | 0.34% | 34 |
|
|
2022
Q4 | $1.44M | Buy |
+15,384
| New | +$1.44M | 0.46% | 28 |
|