D.B. Root & Company’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $730K | Buy |
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|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $1.01M | Buy |
|
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|
2024
Q4 | $1.04M | Sell |
|
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|
2024
Q3 | $1.04M | Sell |
|
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $1.18M | Buy |
|
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $930K | Sell |
|
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|
2023
Q1 | $965K | Buy |
|
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|
2022
Q4 | $916K | Buy |
|
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $558K | Sell |
|
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|
2022
Q1 | $632K | Buy |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $400K | Buy |
|