Edmond de Rothschild Holding’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 | $5.16K | Hold |
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|
2025
Q2 | $8.05K | Hold |
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|
2025
Q1 | $8.18K | Hold |
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|
2024
Q4 | $8.64K | Sell |
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|
2024
Q3 | $54.3K | Sell |
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|
2024
Q2 | $56.8K | Sell |
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|
2024
Q1 | $73.2K | Sell |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $120K | Buy |
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