Wells Trecaso Financial Group’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 | $250K | Sell |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $844K | Hold |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $808K | Hold |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $857K | Hold |
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|
2023
Q1 | $883K | Hold |
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|
2022
Q4 | $925K | Hold |
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|
2022
Q3 | $816K | Buy |
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|
2022
Q2 | $845K | Hold |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $927K | Hold |
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|
2021
Q3 | $795K | Hold |
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|
2021
Q2 | $830K | Hold |
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|
2021
Q1 | $774K | Hold |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $406K | Hold |
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|
2020
Q1 | $420K | Buy |
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