Baker Avenue Asset Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.68M Buy
2023
Q4
Sell
2023
Q3
$11.4K Hold
2023
Q2
$10.4K Buy
2023
Q1
$2.91K Sell
2022
Q4
$16.9K Buy