Cabot Wealth Management’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,435
| Closed | -$2.7M | – | 129 |
|
|
2025
Q1 | $2.7M | Buy |
16,435
+1,164
| +8% | +$191K | 0.34% | 68 |
|
|
2024
Q4 | $2.92M | Hold |
15,271
| – | – | 0.37% | 70 |
|
|
2024
Q3 | $3.48M | Buy |
15,271
+94
| +0.6% | +$21.4K | 0.43% | 60 |
|
|
2024
Q2 | $3.27M | Sell |
15,177
-72
| -0.5% | -$15.5K | 0.43% | 60 |
|
|
2024
Q1 | $3.21M | Sell |
15,249
-122
| -0.8% | -$25.7K | 0.42% | 59 |
|
|
2023
Q4 | $3.06M | Sell |
15,371
-272
| -2% | -$54.2K | 0.43% | 62 |
|
|
2023
Q3 | $2.79M | Sell |
15,643
-12
| -0.1% | -$2.14K | 0.43% | 59 |
|
|
2023
Q2 | $2.98M | Buy |
15,655
+139
| +0.9% | +$26.4K | 0.44% | 57 |
|
|
2023
Q1 | $3.06M | Sell |
15,516
-136
| -0.9% | -$26.8K | 0.48% | 54 |
|
|
2022
Q4 | $2.49M | Buy |
15,652
+4,675
| +43% | +$743K | 0.42% | 59 |
|
|
2022
Q3 | $1.82M | Buy |
+10,977
| New | +$1.82M | 0.31% | 72 |
|