Tyler-Stone 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 | $405K | Sell |
3,890
-100
| -3% | -$10.4K | 0.07% | 222 |
|
|
2025
Q1 | $435K | Hold |
3,990
| – | – | 0.08% | 204 |
|
|
2024
Q4 | $375K | Hold |
3,990
| – | – | 0.07% | 221 |
|
|
2024
Q3 | $384K | Buy |
3,990
+1,995
| +100% | +$192K | 0.07% | 218 |
|
|
2024
Q2 | $157K | Hold |
1,995
| – | – | 0.06% | 223 |
|
|
2024
Q1 | $164K | Sell |
1,995
-72
| -3% | -$5.91K | 0.07% | 214 |
|
|
2023
Q4 | $174K | Buy |
2,067
+72
| +4% | +$6.06K | 0.09% | 190 |
|
|
2023
Q3 | $161K | Hold |
1,995
| – | – | 0.09% | 184 |
|
|
2023
Q2 | $176K | Buy |
+1,995
| New | +$176K | 0.1% | 175 |
|
|
2022
Q4 | $202K | Hold |
2,155
| – | – | 0.14% | 144 |
|
|
2022
Q3 | $193K | Hold |
2,155
| – | – | 0.15% | 134 |
|
|
2022
Q2 | $217K | Hold |
2,155
| – | – | 0.14% | 139 |
|
|
2022
Q1 | $215K | Buy |
2,155
+27
| +1% | +$2.69K | 0.12% | 158 |
|
|
2021
Q4 | $207K | Buy |
+2,128
| New | +$207K | 0.11% | 177 |
|