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

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

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 MSFT; Country of operation United States; Class COM; Shares before 3,565.
Q2 2024: Stock LLY; Country of operation United States; Class COM; Shares before 691.
Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 3,600.
Q1 2024: Stock GE; Country of operation United States; Class COM NEW; Shares before 2,990.

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.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2024	MSFT MICROSOFT CORP	United States	COM	3,565	3,531	-34	$1,499,867	$1,578,180	+$78,313	2024-08-13
Q2 2024	LLY ELI LILLY & CO	United States	COM	691	591	-100	$537,570	$535,080	-$2,490	2024-08-13
Q1 2024	MSFT MICROSOFT CORP	United States	COM	3,600	3,565	-35	$1,353,744	$1,499,867	+$146,123	2024-05-13
Q1 2024	GE GENERAL ELECTRIC CO	United States	COM NEW	2,990	2,982	-8	$381,614	$523,430	+$141,816	2024-05-13
Q1 2024	MCD MCDONALDS CORP	United States	COM	721	710	-11	$213,784	$200,185	-$13,599	2024-05-13

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