LAS
LWM Advisory Services’s FirstEnergy FE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $486K | Buy |
12,074
+1,900
| +19% | +$76.5K | 0.34% | 54 |
|
2025
Q1 | $411K | Hold |
10,174
| – | – | 0.29% | 67 |
|
2024
Q4 | $405K | Sell |
10,174
-441
| -4% | -$17.5K | 0.28% | 63 |
|
2024
Q3 | $471K | Sell |
10,615
-317
| -3% | -$14.1K | 0.35% | 54 |
|
2024
Q2 | $418K | Sell |
10,932
-937
| -8% | -$35.9K | 0.35% | 50 |
|
2024
Q1 | $458K | Buy |
+11,869
| New | +$458K | 0.37% | 52 |
|