Costello Asset 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
Q4 | $10.5K | Sell |
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|
2025
Q3 | $17.7K | Buy |
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|
2025
Q2 | $16.1K | Hold |
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|
2025
Q1 | $16.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Buy |
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