Abner Herrman & Brock’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.84M | Hold |
|
|||||
|
2024
Q2 | $1.63M | Hold |
|
|||||
|
2024
Q1 | $1.82M | Hold |
|
|||||
|
2023
Q4 | $1.91M | Hold |
|
|||||
|
2023
Q3 | $1.75M | Hold |
|
|||||
|
2023
Q2 | $1.6M | Hold |
|
|||||
|
2023
Q1 | $1.66M | Hold |
|
|||||
|
2022
Q4 | $1.6M | Hold |
|
|||||
|
2022
Q3 | $1.6M | Hold |
|
|||||
|
2022
Q2 | $1.54M | Buy |
|