WF
WoodTrust Financial’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
5,289
| – | – | 0.07% | 103 |
|
|
2025
Q1 | $576K | Sell |
5,289
-100
| -2% | -$10.9K | 0.08% | 108 |
|
|
2024
Q4 | $507K | Buy |
5,389
+1,714
| +47% | +$161K | 0.07% | 117 |
|
|
2024
Q3 | $353K | Hold |
3,675
| – | – | 0.05% | 131 |
|
|
2024
Q2 | $288K | Hold |
3,675
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $302 | Buy |
+3,675
| New | +$302 | 0.05% | 138 |
|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$245K | – | 162 |
|
|
2022
Q1 | $245K | Buy |
+2,450
| New | +$245K | 0.05% | 136 |
|