AWM
Atticus Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5K | Hold |
180
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $81.8K | Hold |
180
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $86.5K | Hold |
180
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $82.8K | Sell |
180
-2
| -1% | -$920 | 0.03% | 189 |
|
|
2024
Q2 | $74.3K | Hold |
182
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $82.7K | Hold |
182
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $86.8K | Hold |
182
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $79.6K | Hold |
182
| – | – | 0.03% | 196 |
|
|
2023
Q2 | $72.9K | Hold |
182
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $75.5K | Hold |
182
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $73K | Hold |
182
| – | – | 0.03% | 210 |
|
|
2022
Q3 | $70K | Hold |
182
| – | – | 0.03% | 200 |
|
|
2022
Q2 | $70K | Buy |
182
+100
| +122% | +$38.5K | 0.03% | 220 |
|
|
2022
Q1 | $36K | Sell |
82
-100
| -55% | -$43.9K | 0.01% | 274 |
|
|
2021
Q4 | $88K | Buy |
+182
| New | +$88K | 0.03% | 180 |
|