Burkett Financial Services’s Factset FDS Stock Holding History

Burkett Financial Services’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.7K	Hold
2025 Q1	$2.73K	Hold
2024 Q4	$2.88K	Hold
2024 Q3	$2.76K	Buy