AO
Advisor OS’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
23,150
+2,562
| +12% | +$128K | 0.11% | 124 |
|
|
2025
Q1 | $681K | Buy |
20,588
+813
| +4% | +$26.9K | 0.08% | 179 |
|
|
2024
Q4 | $759K | Buy |
19,775
+11,021
| +126% | +$423K | 0.09% | 154 |
|
|
2024
Q3 | $293K | Buy |
+8,754
| New | +$293K | 0.03% | 329 |
|
|
2023
Q4 | – | Sell |
-65,787
| Closed | -$1.77M | – | 344 |
|
|
2023
Q3 | $1.77M | Buy |
65,787
+46,967
| +250% | +$1.27M | 0.27% | 70 |
|
|
2023
Q2 | $520K | Buy |
+18,820
| New | +$520K | 0.09% | 197 |
|