Brady Family Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
696
-6
| -0.9% | -$2.68K | 0.1% | 95 |
|
|
2025
Q1 | $319K | Buy |
702
+10
| +1% | +$4.55K | 0.1% | 93 |
|
|
2024
Q4 | $332K | Sell |
692
-1
| -0.1% | -$480 | 0.1% | 94 |
|
|
2024
Q3 | $319K | Sell |
693
-30
| -4% | -$13.8K | 0.1% | 100 |
|
|
2024
Q2 | $295K | Sell |
723
-32
| -4% | -$13.1K | 0.1% | 99 |
|
|
2024
Q1 | $343K | Sell |
755
-12
| -2% | -$5.45K | 0.11% | 98 |
|
|
2023
Q4 | $366K | Sell |
767
-50
| -6% | -$23.9K | 0.13% | 93 |
|
|
2023
Q3 | $357K | Sell |
817
-44
| -5% | -$19.2K | 0.14% | 89 |
|
|
2023
Q2 | $345K | Buy |
861
+16
| +2% | +$6.41K | 0.13% | 95 |
|
|
2023
Q1 | $351K | Sell |
845
-13
| -2% | -$5.4K | 0.14% | 92 |
|
|
2022
Q4 | $344K | Buy |
+858
| New | +$344K | 0.14% | 95 |
|