Western 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 | $329K | Sell |
3,158
-17
| -0.5% | -$1.77K | 0.02% | 529 |
|
|
2025
Q1 | $346K | Buy |
3,175
+145
| +5% | +$15.8K | 0.02% | 486 |
|
|
2024
Q4 | $285K | Buy |
3,030
+285
| +10% | +$26.8K | 0.02% | 540 |
|
|
2024
Q3 | $264K | Sell |
2,745
-18
| -0.7% | -$1.73K | 0.02% | 638 |
|
|
2024
Q2 | $217K | Sell |
2,763
-22
| -0.8% | -$1.73K | 0.02% | 606 |
|
|
2024
Q1 | $229K | Buy |
2,785
+34
| +1% | +$2.79K | 0.02% | 587 |
|
|
2023
Q4 | $232K | Buy |
2,751
+6
| +0.2% | +$505 | 0.02% | 622 |
|
|
2023
Q3 | $221K | Buy |
+2,745
| New | +$221K | 0.02% | 580 |
|
|
2022
Q2 | – | Sell |
-2,214
| Closed | -$221K | – | 862 |
|
|
2022
Q1 | $221K | Buy |
+2,214
| New | +$221K | 0.01% | 764 |
|