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Creekmur Asset Management’s Factset FDS Stock Holding History

Creekmur Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$281K Buy
627
+147
+31% +$65.8K 0.05% 194
2025
Q1 		$218K Buy
+480
New +$218K 0.05% 191
2024
Q3 		– Sell
-430
Closed -$176K – 1045
2024
Q2 		$176K Buy
+430
New +$176K 0.05% 137