CIM
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Contravisory Investment Management’s Factset FDS Stock Holding History

Contravisory Investment Management’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
Q3 		– Sell
-1,113
Closed -$498K – 386
2025
Q2 		$498K Sell
1,113
-4
-0.4% -$1.75K 0.1% 151
2025
Q1 		$508K Buy
+1,117
New +$509K 0.11% 143
2023
Q3 		– Sell
-1,358
Closed -$544K – 343
2023
Q2 		$544K Buy
1,358
+23
+2% +$9.28K 0.14% 97
2023
Q1 		$554K Buy
1,335
+63
+5% +$26.2K 0.16% 75
2022
Q4 		$510K Buy
1,272
+158
+14% +$67.3K 0.14% 87
2022
Q3 		$446K Buy
1,114
+163
+17% +$69K 0.15% 77
2022
Q2 		$366K Buy
+951
New +$372K 0.12% 108

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