Venturi 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
Q1 | – | Sell |
-1,326
| Closed | -$52.7K | – | 999 |
|
|
2024
Q4 | $52.7K | Buy |
1,326
+329
| +33% | +$13.1K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $44.2K | Sell |
997
-330
| -25% | -$14.6K | ﹤0.01% | 806 |
|
|
2024
Q2 | $50.8K | Buy |
1,327
+873
| +192% | +$33.4K | ﹤0.01% | 661 |
|
|
2024
Q1 | $17.5K | Hold |
454
| – | – | ﹤0.01% | 773 |
|
|
2023
Q4 | $16.6K | Hold |
454
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $15.5K | Buy |
454
+39
| +9% | +$1.33K | ﹤0.01% | 698 |
|
|
2023
Q2 | $16.1K | Sell |
415
-36
| -8% | -$1.4K | ﹤0.01% | 590 |
|
|
2023
Q1 | $18.1K | Buy |
+451
| New | +$18.1K | ﹤0.01% | 615 |
|
|
2020
Q1 | – | Sell |
-83,585
| Closed | -$4.06M | – | 228 |
|
|
2019
Q4 | $4.06M | Sell |
83,585
-61
| -0.1% | -$2.96K | 0.49% | 58 |
|
|
2019
Q3 | $4.03M | Buy |
83,646
+4,543
| +6% | +$219K | 0.52% | 55 |
|
|
2019
Q2 | $3.39M | Buy |
79,103
+20,130
| +34% | +$862K | 0.46% | 58 |
|
|
2019
Q1 | $2.45M | Buy |
+58,973
| New | +$2.45M | 0.32% | 71 |
|