Annis Gardner Whiting Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.7K | Buy |
664
+590
| +797% | +$23.8K | 0.01% | 511 |
|
2025
Q1 | $2.99K | Buy |
74
+31
| +72% | +$1.25K | ﹤0.01% | 664 |
|
2024
Q4 | $1.71K | Sell |
43
-44
| -51% | -$1.75K | ﹤0.01% | 698 |
|
2024
Q3 | $3.86K | Hold |
87
| – | – | ﹤0.01% | 658 |
|
2024
Q2 | $3.33K | Hold |
87
| – | – | ﹤0.01% | 815 |
|
2024
Q1 | $3.36K | Buy |
87
+3
| +4% | +$116 | ﹤0.01% | 803 |
|
2023
Q4 | $3.08K | Hold |
84
| – | – | ﹤0.01% | 592 |
|
2023
Q3 | $2.87K | Buy |
+84
| New | +$2.87K | ﹤0.01% | 583 |
|