Arkadios Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $965K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $979K | Buy |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $779K | Sell |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $13K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.42K | Hold |
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|
2020
Q2 | $4.57K | Hold |
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|
2020
Q1 | $3.39K | Buy |
|