Bartlett & Co Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Buy |
1,550
+52
| +3% | +$2.09K | ﹤0.01% | 621 |
|
|
2025
Q1 | $60.5K | Sell |
1,498
-148
| -9% | -$5.98K | ﹤0.01% | 617 |
|
|
2024
Q4 | $65.5K | Buy |
1,646
+525
| +47% | +$20.9K | ﹤0.01% | 600 |
|
|
2024
Q3 | $49.7K | Buy |
1,121
+921
| +461% | +$40.8K | ﹤0.01% | 659 |
|
|
2024
Q2 | $7.65K | Sell |
200
-300
| -60% | -$11.5K | ﹤0.01% | 944 |
|
|
2024
Q1 | $19.3K | Sell |
500
-721
| -59% | -$27.8K | ﹤0.01% | 819 |
|
|
2023
Q4 | $44.7K | Hold |
1,221
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $41.7K | Hold |
1,221
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $47.5K | Hold |
1,221
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $48.9K | Hold |
1,221
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $51.2K | Hold |
1,221
| – | – | ﹤0.01% | 575 |
|
|
2022
Q3 | $45.2K | Hold |
1,221
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $46.9K | Hold |
1,221
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $56K | Buy |
+1,221
| New | +$56K | ﹤0.01% | 569 |
|
|
2021
Q1 | – | Sell |
-56
| Closed | -$1.71K | – | 1137 |
|
|
2020
Q4 | $1.71K | Buy |
+56
| New | +$1.71K | ﹤0.01% | 941 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$15.5K | – | 851 |
|
|
2020
Q2 | $15.5K | Hold |
400
| – | – | ﹤0.01% | 636 |
|
|
2020
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 605 |
|
|
2019
Q4 | $19.4K | Sell |
400
-293
| -42% | -$14.2K | ﹤0.01% | 658 |
|
|
2019
Q3 | $33.4K | Buy |
+693
| New | +$33.4K | ﹤0.01% | 588 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$16.2K | – | 722 |
|
|
2018
Q2 | $16.2K | Hold |
450
| – | – | ﹤0.01% | 555 |
|
|
2018
Q1 | $15.3K | Buy |
+450
| New | +$15.3K | ﹤0.01% | 562 |
|