Birch Capital 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
Q3 | $2.41M | Sell |
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|
2025
Q2 | $3.82M | Sell |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $4.12M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $3.09M | Buy |
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|
2023
Q4 | $3.1M | Hold |
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|
2023
Q3 | $2.84M | Hold |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.71M | Hold |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.57M | Hold |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.3M | Hold |
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|
2021
Q3 | $2.68M | Hold |
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|
2021
Q2 | $2.28M | Hold |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.43M | Sell |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $2.44M | Hold |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2M | Buy |
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