Atticus Wealth Management’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 | $80.5K | Hold |
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|
2025
Q1 | $81.8K | Hold |
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|
2024
Q4 | $86.5K | Hold |
|
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|
2024
Q3 | $82.8K | Sell |
|
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|
2024
Q2 | $74.3K | Hold |
|
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|
2024
Q1 | $82.7K | Hold |
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|
2023
Q4 | $86.8K | Hold |
|
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|
2023
Q3 | $79.6K | Hold |
|
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|
2023
Q2 | $72.9K | Hold |
|
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|
2023
Q1 | $75.5K | Hold |
|
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $70K | Buy |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $88K | Buy |
|