Curated Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
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|
2025
Q3 | $221K | Buy |
|
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|
2025
Q2 | $341K | Buy |
|
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|
2025
Q1 | $343K | Buy |
|
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|
2024
Q4 | $361K | Hold |
|
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|
2024
Q3 | $345K | Hold |
|
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|
2024
Q2 | $307K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $474K | Sell |
|
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|
2023
Q3 | $443K | Hold |
|
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|
2023
Q2 | $406K | Hold |
|
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|
2023
Q1 | $420K | Hold |
|
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|
2022
Q4 | $406K | Hold |
|
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|
2022
Q3 | $405K | Sell |
|
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|
2022
Q2 | $399K | Sell |
|
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|
2022
Q1 | $562K | Hold |
|
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|
2021
Q4 | $562K | Hold |
|
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|
2021
Q3 | $456K | Hold |
|
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|
2021
Q2 | $388K | Buy |
|
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|
2021
Q1 | $345K | Buy |
|
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|
2020
Q4 | $344K | Buy |
|