MSWM
Mowery & Schoenfeld Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
2,133
-1,967
| -48% | -$205K | 0.34% | 43 |
|
|
2025
Q1 | $447K | Buy |
4,100
+1,892
| +86% | +$206K | 0.88% | 28 |
|
|
2024
Q4 | $208K | Buy |
2,208
+75
| +4% | +$7.05K | 0.4% | 43 |
|
|
2024
Q3 | $205K | Hold |
2,133
| – | – | 0.32% | 36 |
|
|
2024
Q2 | $167K | Hold |
2,133
| – | – | 0.24% | 40 |
|
|
2024
Q1 | $175K | Hold |
2,133
| – | – | 0.34% | 33 |
|
|
2023
Q4 | $180K | Buy |
+2,133
| New | +$180K | 0.36% | 38 |
|