BFS
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Bradley Foster & Sargent’s Factset FDS Stock Holding History

Bradley Foster & Sargent’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Hold
618
– – ﹤0.01% 473
2025
Q1 		$281K Hold
618
– – ﹤0.01% 409
2024
Q4 		$297K Hold
618
– – 0.01% 413
2024
Q3 		$284K Sell
618
-11
-2% -$5.06K ﹤0.01% 419
2024
Q2 		$257K Buy
+629
New +$257K ﹤0.01% 416