Meridian 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 | $3.79M | Sell |
94,021
-6,100
| -6% | -$246K | 0.16% | 134 |
|
|
2025
Q1 | $4.05M | Buy |
100,121
+9,992
| +11% | +$404K | 0.2% | 116 |
|
|
2024
Q4 | $3.59M | Sell |
90,129
-8,586
| -9% | -$342K | 0.17% | 130 |
|
|
2024
Q3 | $4.38M | Buy |
+98,715
| New | +$4.38M | 0.22% | 105 |
|
|
2024
Q2 | – | Sell |
-93,382
| Closed | -$3.61M | – | 368 |
|
|
2024
Q1 | $3.61M | Buy |
93,382
+4,523
| +5% | +$175K | 0.6% | 30 |
|
|
2023
Q4 | $3.26M | Sell |
88,859
-79,173
| -47% | -$2.9M | 0.21% | 111 |
|
|
2023
Q3 | $5.74M | Buy |
168,032
+92,375
| +122% | +$3.16M | 0.35% | 56 |
|
|
2023
Q2 | $2.94M | Buy |
75,657
+2,441
| +3% | +$94.9K | 0.25% | 85 |
|
|
2023
Q1 | $2.93M | Buy |
73,216
+11,825
| +19% | +$474K | 0.26% | 91 |
|
|
2022
Q4 | $2.57M | Sell |
61,391
-2,190
| -3% | -$91.8K | 0.25% | 92 |
|
|
2022
Q3 | $2.35M | Sell |
63,581
-2,288
| -3% | -$84.6K | 0.25% | 94 |
|
|
2022
Q2 | $2.53M | Sell |
65,869
-9,635
| -13% | -$370K | 0.21% | 121 |
|
|
2022
Q1 | $3.46M | Sell |
75,504
-304
| -0.4% | -$13.9K | 0.38% | 56 |
|
|
2021
Q4 | $3.15M | Buy |
75,808
+4,004
| +6% | +$167K | 0.34% | 66 |
|
|
2021
Q3 | $2.56M | Buy |
71,804
+4,263
| +6% | +$152K | 0.32% | 69 |
|
|
2021
Q2 | $2.51M | Buy |
67,541
+6,253
| +10% | +$233K | 0.32% | 65 |
|
|
2021
Q1 | $2.13M | Buy |
61,288
+12,472
| +26% | +$433K | 0.31% | 72 |
|
|
2020
Q4 | $1.49M | Buy |
+48,816
| New | +$1.49M | 0.24% | 87 |
|