WKWM
Walter & Keenan Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,923
| Closed | -$210K | – | 162 |
|
|
2025
Q1 | $210K | Buy |
+1,923
| New | +$210K | 0.06% | 147 |
|
|
2024
Q1 | – | Sell |
-2,424
| Closed | -$204K | – | 149 |
|
|
2023
Q4 | $204K | Buy |
+2,424
| New | +$204K | 0.07% | 138 |
|
|
2023
Q3 | – | Sell |
-2,404
| Closed | -$212K | – | 146 |
|
|
2023
Q2 | $212K | Buy |
2,404
+4
| +0.2% | +$353 | 0.08% | 135 |
|
|
2023
Q1 | $227K | Sell |
2,400
-160
| -6% | -$15.2K | 0.09% | 132 |
|
|
2022
Q4 | $240K | Buy |
2,560
+3
| +0.1% | +$281 | 0.09% | 130 |
|
|
2022
Q3 | $229K | Buy |
2,557
+19
| +0.7% | +$1.7K | 0.1% | 130 |
|
|
2022
Q2 | $255K | Buy |
2,538
+3
| +0.1% | +$301 | 0.1% | 128 |
|
|
2022
Q1 | $253K | Sell |
2,535
-247
| -9% | -$24.7K | 0.09% | 131 |
|
|
2021
Q4 | $270K | Buy |
2,782
+3
| +0.1% | +$291 | 0.09% | 130 |
|
|
2021
Q3 | $245K | Buy |
2,779
+36
| +1% | +$3.17K | 0.08% | 136 |
|
|
2021
Q2 | $244K | Buy |
2,743
+2
| +0.1% | +$178 | 0.08% | 126 |
|
|
2021
Q1 | $256K | Sell |
2,741
-1,113
| -29% | -$104K | 0.09% | 126 |
|
|
2020
Q4 | $355K | Buy |
3,854
+769
| +25% | +$70.8K | 0.13% | 103 |
|
|
2020
Q3 | $299K | Sell |
3,085
-397
| -11% | -$38.5K | 0.12% | 115 |
|
|
2020
Q2 | $305K | Buy |
+3,482
| New | +$305K | 0.12% | 113 |
|
|
2020
Q1 | – | Sell |
-4,305
| Closed | -$397K | – | 190 |
|
|
2019
Q4 | $397K | Buy |
4,305
+5
| +0.1% | +$461 | 0.15% | 105 |
|
|
2019
Q3 | $409K | Hold |
4,300
| – | – | 0.16% | 105 |
|
|
2019
Q2 | $358K | Hold |
4,300
| – | – | 0.16% | 106 |
|
|
2019
Q1 | $340K | Hold |
4,300
| – | – | 0.15% | 111 |
|
|
2018
Q4 | $298K | Sell |
4,300
-300
| -7% | -$20.8K | 0.13% | 119 |
|
|
2018
Q3 | $307 | Hold |
4,600
| – | – | 0.09% | 125 |
|
|
2018
Q2 | $297K | Hold |
4,600
| – | – | 0.13% | 131 |
|
|
2018
Q1 | $288K | Hold |
4,600
| – | – | 0.12% | 135 |
|
|
2017
Q4 | $306K | Hold |
4,600
| – | – | 0.13% | 129 |
|
|
2017
Q3 | $289K | Buy |
+4,600
| New | +$289K | 0.13% | 128 |
|