TFM
TFC Financial Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
1,054
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $115K | Hold |
1,054
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $99.1K | Sell |
1,054
-26
| -2% | -$2.45K | 0.02% | 192 |
|
|
2024
Q3 | $104K | Buy |
1,080
+52
| +5% | +$5K | 0.02% | 189 |
|
|
2024
Q2 | $80.7K | Hold |
1,028
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $84.4K | Sell |
1,028
-29
| -3% | -$2.38K | 0.02% | 190 |
|
|
2023
Q4 | $89K | Buy |
1,057
+5
| +0.5% | +$421 | 0.02% | 182 |
|
|
2023
Q3 | $84.7K | Buy |
1,052
+40
| +4% | +$3.22K | 0.02% | 177 |
|
|
2023
Q2 | $89.3K | Buy |
1,012
+12
| +1% | +$1.06K | 0.02% | 177 |
|
|
2023
Q1 | $94.8K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $93.8K | Hold |
1,000
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $89K | Hold |
1,000
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $101K | Hold |
1,000
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $100K | Hold |
1,000
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $97K | Hold |
1,000
| – | – | 0.03% | 165 |
|
|
2021
Q3 | $88K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2021
Q2 | $89K | Sell |
1,000
-222
| -18% | -$19.8K | 0.03% | 163 |
|
|
2021
Q1 | $114K | Hold |
1,222
| – | – | 0.05% | 133 |
|
|
2020
Q4 | $112K | Hold |
1,222
| – | – | 0.05% | 132 |
|
|
2020
Q3 | $118K | Buy |
+1,222
| New | +$118K | 0.06% | 105 |
|