Phillips Wealth Planners’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
Q3 | $384K | Sell |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $380K | Buy |
|
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|
2024
Q3 | $401K | Buy |
|
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $242K | Buy |
|