CCWM
FOCS

Cassaday & Co Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$15.8M Hold
2023
Q1 		$15.6M Hold
2022
Q4 		$11.2M Buy