Brady Family Wealth’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 | $202K | Buy |
|
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|
2025
Q2 | $311K | Sell |
|
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|
2025
Q1 | $319K | Buy |
|
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|
2024
Q4 | $332K | Sell |
|
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|
2024
Q3 | $319K | Sell |
|
|||||
|
2024
Q2 | $295K | Sell |
|
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|
2024
Q1 | $343K | Sell |
|
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|
2023
Q4 | $366K | Sell |
|
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|
2023
Q3 | $357K | Sell |
|
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|
2023
Q2 | $345K | Buy |
|
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|
2023
Q1 | $351K | Sell |
|
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|
2022
Q4 | $344K | Buy |
|