Walkner Condon Financial Advisors’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	$304K	Buy	2,915 +24	+0.8%	+$2.5K	0.06%	217
2025 Q1	$315K	Buy	2,891 +12	+0.4%	+$1.31K	0.06%	197
2024 Q4	$271K	Buy	+2,879	New	+$271K	0.06%	232
2021 Q3	–	Sell	-2,250	Closed	-$201K	–	181
2021 Q2	$201K	Buy	+2,250	New	+$201K	0.07%	163