RSWM
Robertson Stephens Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
5,373
+1,856
| +53% | +$193K | 0.02% | 346 |
|
|
2025
Q1 | $383K | Sell |
3,517
-2
| -0.1% | -$218 | 0.01% | 398 |
|
|
2024
Q4 | $331K | Sell |
3,519
-41
| -1% | -$3.86K | 0.01% | 442 |
|
|
2024
Q3 | $342K | Buy |
3,560
+157
| +5% | +$15.1K | 0.01% | 497 |
|
|
2024
Q2 | $267K | Buy |
3,403
+144
| +4% | +$11.3K | 0.01% | 430 |
|
|
2024
Q1 | $268K | Buy |
3,259
+2
| +0.1% | +$164 | 0.01% | 438 |
|
|
2023
Q4 | $274K | Buy |
3,257
+206
| +7% | +$17.3K | 0.02% | 394 |
|
|
2023
Q3 | $246K | Buy |
3,051
+204
| +7% | +$16.4K | 0.02% | 402 |
|
|
2023
Q2 | $251K | Buy |
+2,847
| New | +$251K | 0.02% | 376 |
|
|
2023
Q1 | – | Sell |
-2,171
| Closed | -$204K | – | 464 |
|
|
2022
Q4 | $204K | Buy |
+2,171
| New | +$204K | 0.02% | 392 |
|