Douglass Winthrop Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
6,600
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $218K | Sell |
6,600
-90
| -1% | -$2.98K | ﹤0.01% | 270 |
|
|
2024
Q4 | $257K | Hold |
6,690
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $224K | Buy |
+6,690
| New | +$224K | ﹤0.01% | 276 |
|
|
2024
Q2 | – | Sell |
-9,254
| Closed | -$265K | – | 282 |
|
|
2024
Q1 | $265K | Buy |
9,254
+496
| +6% | +$14.2K | 0.01% | 254 |
|
|
2023
Q4 | $201K | Buy |
+8,758
| New | +$201K | ﹤0.01% | 243 |
|