EOJOAM
E. Ohman J:or Asset Management’s Factset FDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $717K | Sell |
1,604
-200
| -11% | -$89.5K | 0.02% | 318 |
|
2025
Q1 | $820K | Hold |
1,804
| – | – | 0.02% | 297 |
|
2024
Q4 | $866K | Buy |
1,804
+350
| +24% | +$168K | 0.02% | 303 |
|
2024
Q3 | $669K | Hold |
1,454
| – | – | 0.02% | 327 |
|
2024
Q2 | $594K | Hold |
1,454
| – | – | 0.01% | 335 |
|
2024
Q1 | $661K | Hold |
1,454
| – | – | 0.02% | 316 |
|
2023
Q4 | $694K | Sell |
1,454
-400
| -22% | -$191K | 0.03% | 283 |
|
2023
Q3 | $811K | Hold |
1,854
| – | – | 0.03% | 270 |
|
2023
Q2 | $743K | Buy |
1,854
+300
| +19% | +$120K | 0.03% | 298 |
|
2023
Q1 | $645K | Hold |
1,554
| – | – | 0.03% | 310 |
|
2022
Q4 | $623K | Buy |
1,554
+100
| +7% | +$40.1K | 0.03% | 310 |
|
2022
Q3 | $582K | Hold |
1,454
| – | – | 0.03% | 304 |
|
2022
Q2 | $559K | Hold |
1,454
| – | – | 0.02% | 334 |
|
2022
Q1 | $631K | Sell |
1,454
-500
| -26% | -$217K | 0.02% | 350 |
|
2021
Q4 | $950K | Hold |
1,954
| – | – | 0.03% | 311 |
|
2021
Q3 | $771K | Buy |
1,954
+200
| +11% | +$79K | 0.02% | 341 |
|
2021
Q2 | $589K | Hold |
1,754
| – | – | 0.02% | 388 |
|
2021
Q1 | $541K | Hold |
1,754
| – | – | 0.02% | 361 |
|
2020
Q4 | $583K | Hold |
1,754
| – | – | 0.02% | 306 |
|
2020
Q3 | $587K | Buy |
1,754
+400
| +30% | +$134K | 0.03% | 255 |
|
2020
Q2 | $445K | Hold |
1,354
| – | – | 0.03% | 273 |
|
2020
Q1 | $353K | Sell |
1,354
-600
| -31% | -$156K | 0.03% | 266 |
|
2019
Q4 | $524K | Buy |
1,954
+954
| +95% | +$256K | 0.03% | 298 |
|
2019
Q3 | $243K | Hold |
1,000
| – | – | 0.02% | 333 |
|
2019
Q2 | $287K | Buy |
+1,000
| New | +$287K | 0.02% | 322 |
|