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FMFE Wealth Management, LLC Historic Quarter Change: USA Stocks, New

FMFE Wealth Management, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, FMFE Wealth Management, LLC opened 4 positions, added to 0, reduced 5 and sold out of 2.

  • Q2 2024: Stock TJX; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock XOMXXXX; Country of operation —; Class COM; Shares before 0.
  • Q1 2024: Stock JPM; Country of operation United States; Class COM; Shares before 0.
  • Q1 2024: Stock AFL; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022567), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024TJX
TJX COS INC NEW
United StatesCOM01,860+1,860$0$204,786+$204,7862024-08-13
Q1 2024XOMXXXX
EXXON MOBIL CORP
COM01,914+1,914$0$222,483+$222,4832024-05-13
Q1 2024JPM
JPMORGAN CHASE & CO
United StatesCOM01,110+1,110$0$222,333+$222,3332024-05-13
Q1 2024AFL
AFLAC INC
United StatesCOM02,346+2,346$0$201,428+$201,4282024-05-13

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