Oliver Lagore Vanvalin Investment Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Buy |
+578
| New | +$63K | 0.02% | 225 |
|
|
2024
Q4 | $54.4K | Hold |
578
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $55.6K | Hold |
578
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $45.4K | Hold |
578
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $47.5K | Hold |
578
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $48.7K | Buy |
578
+457
| +378% | +$38.5K | 0.02% | 216 |
|
|
2023
Q3 | $9.75K | Hold |
121
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $10.7K | Buy |
121
+5
| +4% | +$441 | ﹤0.01% | 447 |
|
|
2023
Q1 | $11K | Hold |
116
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $10.9K | Hold |
116
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $10K | Hold |
116
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $12K | Hold |
116
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $12K | Buy |
+116
| New | +$12K | 0.01% | 311 |
|