Carson Wealth (CWM LLC)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $791K | Buy |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.1M | Buy |
|
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|
2023
Q3 | $926K | Buy |
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|
2023
Q2 | $1.04M | Buy |
|
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $189K | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $53K | Hold |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $53K | Hold |
|
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|
2019
Q2 | $53K | Hold |
|
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $90K | Buy |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $12K | Buy |
|
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|
2016
Q3 | $10K | Buy |
|
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $15K | Buy |
|