Tyler-Stone Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
|
|||||
|
2025
Q1 | $435K | Hold |
|
|||||
|
2024
Q4 | $375K | Hold |
|
|||||
|
2024
Q3 | $384K | Buy |
|
|||||
|
2024
Q2 | $157K | Hold |
|
|||||
|
2024
Q1 | $164K | Sell |
|
|||||
|
2023
Q4 | $174K | Buy |
|
|||||
|
2023
Q3 | $161K | Hold |
|
|||||
|
2023
Q2 | $176K | Buy |
|
|||||
|
2022
Q4 | $202K | Hold |
|
|||||
|
2022
Q3 | $193K | Hold |
|
|||||
|
2022
Q2 | $217K | Hold |
|
|||||
|
2022
Q1 | $215K | Buy |
|
|||||
|
2021
Q4 | $207K | Buy |
|