FSM Wealth 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 | $521K | Buy |
13,065
+4,054
| +45% | +$162K | 0.08% | 148 |
|
|
2025
Q1 | $364K | Sell |
9,011
-17
| -0.2% | -$687 | 0.08% | 139 |
|
|
2024
Q4 | $362K | Buy |
9,028
+144
| +2% | +$5.77K | 0.09% | 122 |
|
|
2024
Q3 | $394K | Buy |
8,884
+42
| +0.5% | +$1.86K | 0.1% | 114 |
|
|
2024
Q2 | $338K | Sell |
8,842
-928
| -9% | -$35.5K | 0.11% | 106 |
|
|
2024
Q1 | $377K | Hold |
9,770
| – | – | 0.13% | 105 |
|
|
2023
Q4 | $358K | Buy |
9,770
+929
| +11% | +$34.1K | 0.15% | 103 |
|
|
2023
Q3 | $302K | Sell |
8,841
-10
| -0.1% | -$342 | 0.15% | 107 |
|
|
2023
Q2 | $344K | Buy |
8,851
+248
| +3% | +$9.65K | 0.17% | 104 |
|
|
2023
Q1 | $345K | Hold |
8,603
| – | – | 0.2% | 101 |
|
|
2022
Q4 | $361K | Buy |
8,603
+460
| +6% | +$19.3K | 0.26% | 86 |
|
|
2022
Q3 | $301K | Buy |
+8,143
| New | +$301K | 0.25% | 98 |
|