FMFE Wealth Management, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, FMFE Wealth Management, LLC opened 1 positions, added to 0, reduced 2, sold out of 1 and left 12 unchanged. The largest increase in value was TJX (+$204,786); the largest decrease was MCD (-$200,185).
- MSFT: Country of operation United States; Class COM; Shares 2024-03-31 3,565; Shares 2024-06-30 3,531.
- LLY: Country of operation United States; Class COM; Shares 2024-03-31 691; Shares 2024-06-30 591.
Two Form 13F-HR filings compared (SEC CIK 2022567): 2024-03-31 (filed 2024-05-13) and 2024-06-30 (filed 2024-08-13). 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; share change is the position change.
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