Phillips Wealth Planners’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 | $406K | Sell |
3,916
-108
| -3% | -$11.2K | 0.37% | 92 |
|
|
2025
Q1 | $430K | Sell |
4,024
-40
| -1% | -$4.28K | 0.45% | 72 |
|
|
2024
Q4 | $380K | Buy |
4,064
+2
| +0% | +$187 | 0.38% | 84 |
|
|
2024
Q3 | $401K | Buy |
4,062
+820
| +25% | +$81K | 0.38% | 91 |
|
|
2024
Q2 | $253K | Sell |
3,242
-47
| -1% | -$3.68K | 0.27% | 142 |
|
|
2024
Q1 | $256K | Sell |
3,289
-1,441
| -30% | -$112K | 0.29% | 136 |
|
|
2023
Q4 | $380K | Sell |
4,730
-1,493
| -24% | -$120K | 0.46% | 78 |
|
|
2023
Q3 | $513K | Sell |
6,223
-30
| -0.5% | -$2.47K | 0.69% | 44 |
|
|
2023
Q2 | $552K | Buy |
6,253
+551
| +10% | +$48.6K | 0.72% | 48 |
|
|
2023
Q1 | $547K | Buy |
5,702
+3,105
| +120% | +$298K | 0.72% | 46 |
|
|
2022
Q4 | $242K | Buy |
+2,597
| New | +$242K | 0.42% | 88 |
|