Thrive Wealth Management’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 | $553K | Buy |
5,304
+18
| +0.3% | +$1.88K | 0.09% | 114 |
|
|
2025
Q1 | $576K | Sell |
5,286
-122
| -2% | -$13.3K | 0.11% | 100 |
|
|
2024
Q4 | $509K | Sell |
5,408
-144
| -3% | -$13.5K | 0.09% | 118 |
|
|
2024
Q3 | $534K | Buy |
5,552
+165
| +3% | +$15.9K | 0.1% | 108 |
|
|
2024
Q2 | $423K | Buy |
5,387
+2,189
| +68% | +$172K | 0.08% | 132 |
|
|
2024
Q1 | $263K | Buy |
+3,198
| New | +$263K | 0.05% | 175 |
|