Asset Advisors Investment Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
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2023
Q2 | $5.67M | Hold |
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2023
Q1 | $5.6M | Sell |
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2022
Q4 | $4.06M | Sell |
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2022
Q3 | $3.96M | Sell |
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2022
Q2 | $4.91M | Buy |
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2022
Q1 | $6.14M | Hold |
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2021
Q4 | $8.02M | Buy |
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2021
Q3 | $6.4M | Sell |
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2021
Q2 | $6.02M | Hold |
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2021
Q1 | $5.39M | Buy |
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2020
Q4 | $4.68M | Buy |
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2020
Q3 | $2.99M | Buy |
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2020
Q2 | $2.54M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $208K | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $273K | Buy |
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