M
MOTCO’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
46,302
-1,471
| -3% | -$160K | 0.48% | 74 |
|
|
2025
Q1 | $5.21M | Sell |
47,773
-6,414
| -12% | -$699K | 0.55% | 73 |
|
|
2024
Q4 | $5.1M | Sell |
54,187
-678
| -1% | -$63.8K | 0.52% | 76 |
|
|
2024
Q3 | $5.28M | Sell |
54,865
-5,604
| -9% | -$539K | 0.53% | 80 |
|
|
2024
Q2 | $4.74M | Sell |
60,469
-91
| -0.2% | -$7.14K | 0.28% | 108 |
|
|
2024
Q1 | $4.97M | Buy |
60,560
+757
| +1% | +$62.2K | 0.3% | 108 |
|
|
2023
Q4 | $5.03M | Buy |
59,803
+58,417
| +4,215% | +$4.92M | 0.32% | 101 |
|
|
2023
Q3 | $112K | Sell |
1,386
-325
| -19% | -$26.2K | 0.01% | 280 |
|
|
2023
Q2 | $151K | Sell |
1,711
-106
| -6% | -$9.35K | 0.01% | 254 |
|
|
2023
Q1 | $172K | Sell |
1,817
-326
| -15% | -$30.9K | 0.01% | 238 |
|
|
2022
Q4 | $201K | Sell |
2,143
-43,359
| -95% | -$4.07M | 0.01% | 229 |
|
|
2022
Q3 | $4.07M | Buy |
45,502
+334
| +0.7% | +$29.9K | 0.32% | 114 |
|
|
2022
Q2 | $4.55M | Sell |
45,168
-36
| -0.1% | -$3.62K | 0.34% | 116 |
|
|
2022
Q1 | $4.51M | Buy |
45,204
+578
| +1% | +$57.7K | 0.29% | 120 |
|
|
2021
Q4 | $4.33M | Sell |
44,626
-1
| -0% | -$97 | 0.27% | 117 |
|
|
2021
Q3 | $3.94M | Buy |
44,627
+2,223
| +5% | +$196K | 0.26% | 122 |
|
|
2021
Q2 | $3.77M | Buy |
42,404
+403
| +1% | +$35.8K | 0.25% | 120 |
|
|
2021
Q1 | $3.93M | Buy |
42,001
+39,933
| +1,931% | +$3.74M | 0.28% | 118 |
|
|
2020
Q4 | $190K | Sell |
2,068
-1,693
| -45% | -$156K | 0.01% | 236 |
|
|
2020
Q3 | $364K | Buy |
3,761
+2,033
| +118% | +$197K | 0.03% | 176 |
|
|
2020
Q2 | $151K | Hold |
1,728
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $152K | Buy |
1,728
+31
| +2% | +$2.73K | 0.02% | 220 |
|
|
2019
Q4 | $157K | Buy |
1,697
+569
| +50% | +$52.6K | 0.01% | 233 |
|
|
2019
Q3 | $107K | Sell |
1,128
-668
| -37% | -$63.4K | 0.01% | 265 |
|
|
2019
Q2 | $150K | Buy |
1,796
+668
| +59% | +$55.8K | 0.01% | 255 |
|
|
2019
Q1 | $89K | Hold |
1,128
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $78K | Hold |
1,128
| – | – | 0.01% | 277 |
|
|
2018
Q3 | $75K | Hold |
1,128
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $73K | Buy |
1,128
+780
| +224% | +$50.5K | 0.01% | 285 |
|
|
2018
Q1 | $22K | Buy |
+348
| New | +$22K | ﹤0.01% | 393 |
|