Bank Julius Baer & Co’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
13,456
-19,134
| -59% | -$8.56M | 0.02% | 227 |
|
|
2025
Q1 | $14.8M | Sell |
32,590
-1,990
| -6% | -$904K | 0.05% | 168 |
|
|
2024
Q4 | $16.8M | Buy |
34,580
+4,319
| +14% | +$2.1M | 0.05% | 163 |
|
|
2024
Q3 | $14.1M | Buy |
30,261
+29,578
| +4,331% | +$13.8M | 0.05% | 163 |
|
|
2024
Q2 | $310K | Buy |
683
+184
| +37% | +$83.5K | ﹤0.01% | 319 |
|
|
2024
Q1 | $227K | Buy |
+499
| New | +$227K | ﹤0.01% | 384 |
|