MFT
Moisand Fitzgerald Tamayo’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
5,033
| – | – | 0.07% | 72 |
|
|
2025
Q1 | $548K | Hold |
5,033
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $473K | Hold |
5,033
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $484K | Hold |
5,033
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $395K | Hold |
5,033
| – | – | 0.06% | 79 |
|
|
2024
Q1 | $413K | Hold |
5,033
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $424K | Hold |
5,033
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $405K | Hold |
5,033
| – | – | 0.09% | 69 |
|
|
2023
Q2 | $444K | Hold |
5,033
| – | – | 0.09% | 67 |
|
|
2023
Q1 | $477K | Sell |
5,033
-5,075
| -50% | -$481K | 0.1% | 69 |
|
|
2022
Q4 | $948K | Sell |
10,108
-51
| -0.5% | -$4.78K | 0.22% | 48 |
|
|
2022
Q3 | $909K | Buy |
10,159
+121
| +1% | +$10.8K | 0.25% | 45 |
|
|
2022
Q2 | $1.01M | Buy |
+10,038
| New | +$1.01M | 0.27% | 44 |
|
|
2022
Q1 | – | Sell |
-9,890
| Closed | -$960K | – | 667 |
|
|
2021
Q4 | $960K | Buy |
9,890
+75
| +0.8% | +$7.28K | 0.27% | 51 |
|
|
2021
Q3 | $866K | Buy |
9,815
+69
| +0.7% | +$6.09K | 0.29% | 52 |
|
|
2021
Q2 | $867K | Buy |
9,746
+115
| +1% | +$10.2K | 0.31% | 46 |
|
|
2021
Q1 | $901K | Buy |
9,631
+78
| +0.8% | +$7.3K | 0.39% | 42 |
|
|
2020
Q4 | $879K | Buy |
9,553
+62
| +0.7% | +$5.71K | 0.4% | 40 |
|
|
2020
Q3 | $920K | Buy |
9,491
+64
| +0.7% | +$6.2K | 0.48% | 36 |
|
|
2020
Q2 | $826K | Buy |
9,427
+63
| +0.7% | +$5.52K | 0.45% | 36 |
|
|
2020
Q1 | $825K | Buy |
9,364
+60
| +0.6% | +$5.29K | 0.54% | 32 |
|
|
2019
Q4 | $858K | Buy |
9,304
+62
| +0.7% | +$5.72K | 0.44% | 37 |
|
|
2019
Q3 | $879K | Buy |
9,242
+55
| +0.6% | +$5.23K | 0.48% | 35 |
|
|
2019
Q2 | $766K | Buy |
9,187
+412
| +5% | +$34.4K | 0.42% | 38 |
|
|
2019
Q1 | $694K | Buy |
8,775
+67
| +0.8% | +$5.3K | 0.39% | 39 |
|
|
2018
Q4 | $603K | Buy |
8,708
+65
| +0.8% | +$4.5K | 0.38% | 40 |
|
|
2018
Q3 | $577K | Hold |
8,643
| – | – | 0.32% | 49 |
|
|
2018
Q2 | $559K | Hold |
8,643
| – | – | 0.33% | 47 |
|
|
2018
Q1 | $542K | Hold |
8,643
| – | – | 0.32% | 49 |
|
|
2017
Q4 | $574K | Hold |
8,643
| – | – | 0.33% | 37 |
|
|
2017
Q3 | $543K | Hold |
8,643
| – | – | 0.33% | 38 |
|
|
2017
Q2 | $531K | Buy |
+8,643
| New | +$531K | 0.36% | 38 |
|