Empirical Asset Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
1,387
+311
| +29% | +$139K | 0.19% | 167 |
|
|
2025
Q1 | $489K | Sell |
1,076
-1,692
| -61% | -$769K | 0.17% | 189 |
|
|
2024
Q4 | $230K | Buy |
+2,768
| New | +$230K | 0.08% | 280 |
|
|
2024
Q2 | – | Sell |
-687
| Closed | -$312K | – | 365 |
|
|
2024
Q1 | $312K | Buy |
+687
| New | +$312K | 0.15% | 197 |
|