Moisand Fitzgerald Tamayo’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
Q2 | $524K | Hold |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $484K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $948K | Sell |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $960K | Buy |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $867K | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $879K | Buy |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $826K | Buy |
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|
2020
Q1 | $825K | Buy |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $879K | Buy |
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|
2019
Q2 | $766K | Buy |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $577K | Hold |
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|
2018
Q2 | $559K | Hold |
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|
2018
Q1 | $542K | Hold |
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|
2017
Q4 | $574K | Hold |
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|
2017
Q3 | $543K | Hold |
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|
2017
Q2 | $531K | Buy |
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