BSW
FOCS
Buckingham Strategic Wealth’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
Q3 | – | Sell |
-73,241
| Closed | -$3.85M | – | 727 |
|
|
2023
Q2 | $3.85M | Sell |
73,241
-45,851
| -39% | -$2.41M | 0.05% | 150 |
|
|
2023
Q1 | $4.44M | Hold |
119,092
| – | – | 0.08% | 120 |
|
|
2022
Q4 | $4.44M | Sell |
119,092
-4,200
| -3% | -$157K | 0.08% | 120 |
|
|
2022
Q3 | $3.89M | Sell |
123,292
-100
| -0.1% | -$3.15K | 0.08% | 119 |
|
|
2022
Q2 | $4.2M | Sell |
123,392
-500
| -0.4% | -$17K | 0.08% | 119 |
|
|
2022
Q1 | $5.67M | Hold |
123,892
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $7.4M | Sell |
123,892
-20,000
| -14% | -$1.19M | 0.14% | 81 |
|
|
2021
Q3 | $7.54M | Sell |
143,892
-1,500
| -1% | -$78.6K | 0.15% | 77 |
|
|
2021
Q2 | $7.05M | Buy |
145,392
+8,098
| +6% | +$393K | 0.17% | 77 |
|
|
2021
Q1 | $5.71M | Buy |
137,294
+13,427
| +11% | +$559K | 0.28% | 79 |
|
|
2020
Q4 | $5.39M | Sell |
123,867
-272,666
| -69% | -$11.9M | 0.28% | 80 |
|
|
2020
Q3 | $13M | Buy |
396,533
+251,941
| +174% | +$8.26M | 1% | 24 |
|
|
2020
Q2 | $4.78M | Sell |
144,592
-133,654
| -48% | -$4.42M | 0.45% | 48 |
|
|
2020
Q1 | $6.4M | Sell |
278,246
-271
| -0.1% | -$6.24K | 0.62% | 33 |
|
|
2019
Q4 | $8.21M | Sell |
278,517
-72,777
| -21% | -$2.14M | 0.79% | 27 |
|
|
2019
Q3 | $8.36M | Buy |
351,294
+6,495
| +2% | +$155K | 0.91% | 25 |
|
|
2019
Q2 | $9.42M | Buy |
344,799
+84,705
| +33% | +$2.31M | 1.02% | 22 |
|
|
2019
Q1 | $9.27M | Buy |
+260,094
| New | +$9.27M | 1.17% | 18 |
|