Annis Gardner Whiting Capital Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Buy |
50
+30
| +150% | +$13.4K | 0.01% | 547 |
|
|
2025
Q1 | $9.09K | Hold |
20
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $9.61K | Hold |
20
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $9.2K | Hold |
20
| – | – | ﹤0.01% | 553 |
|
|
2024
Q2 | $8.17K | Hold |
20
| – | – | ﹤0.01% | 712 |
|
|
2024
Q1 | $9.09K | Hold |
20
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $9.54K | Hold |
20
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $8.75K | Buy |
+20
| New | +$8.75K | ﹤0.01% | 478 |
|