BMO
FOCS
Beck Mack & Oliver’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-155,624
| Closed | -$5.8M | – | 173 |
|
|
2022
Q4 | $5.8M | Sell |
155,624
-29,399
| -16% | -$1.1M | 0.17% | 62 |
|
|
2022
Q3 | $5.83M | Sell |
185,023
-950
| -0.5% | -$29.9K | 0.19% | 61 |
|
|
2022
Q2 | $6.33M | Buy |
185,973
+28,530
| +18% | +$972K | 0.19% | 61 |
|
|
2022
Q1 | $7.2M | Buy |
157,443
+32,725
| +26% | +$1.5M | 0.18% | 61 |
|
|
2021
Q4 | $7.45M | Buy |
124,718
+7,500
| +6% | +$448K | 0.18% | 59 |
|
|
2021
Q3 | $6.14M | Sell |
117,218
-490
| -0.4% | -$25.7K | 0.16% | 59 |
|
|
2021
Q2 | $5.71M | Buy |
117,708
+1,625
| +1% | +$78.8K | 0.15% | 60 |
|
|
2021
Q1 | $4.83M | Buy |
116,083
+16,528
| +17% | +$688K | 0.15% | 63 |
|
|
2020
Q4 | $4.33M | Buy |
99,555
+4,750
| +5% | +$207K | 0.14% | 63 |
|
|
2020
Q3 | $3.11M | Sell |
94,805
-1,000
| -1% | -$32.8K | 0.11% | 70 |
|
|
2020
Q2 | $3.17M | Buy |
95,805
+13,224
| +16% | +$437K | 0.12% | 70 |
|
|
2020
Q1 | $1.9M | Buy |
82,581
+6,839
| +9% | +$157K | 0.08% | 81 |
|
|
2019
Q4 | $2.23M | Buy |
75,742
+16,427
| +28% | +$484K | 0.07% | 80 |
|
|
2019
Q3 | $1.41M | Buy |
59,315
+28,165
| +90% | +$670K | 0.05% | 96 |
|
|
2019
Q2 | $851K | Buy |
+31,150
| New | +$851K | 0.03% | 123 |
|