EP Wealth Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $633K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $956K | Buy |
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|
2019
Q3 | $940K | Buy |
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|
2019
Q2 | $783K | Sell |
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|
2019
Q1 | $816K | Sell |
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|
2018
Q4 | $744K | Sell |
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|
2018
Q3 | $765K | Buy |
|