Everett Harris & Co’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 | $41.3M | Sell |
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|
2025
Q2 | $65.3M | Sell |
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|
2025
Q1 | $67.5M | Sell |
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|
2024
Q4 | $72M | Buy |
|
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|
2024
Q3 | $68.3M | Sell |
|
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|
2024
Q2 | $60.7M | Buy |
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|
2024
Q1 | $67.4M | Sell |
|
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|
2023
Q4 | $70.8M | Buy |
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|
2023
Q3 | $64.7M | Buy |
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|
2023
Q2 | $58.9M | Buy |
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|
2023
Q1 | $60.7M | Sell |
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|
2022
Q4 | $59.4M | Buy |
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|
2022
Q3 | $59.2M | Buy |
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|
2022
Q2 | $56.9M | Sell |
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|
2022
Q1 | $64.2M | Hold |
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|
2021
Q4 | $71.9M | Sell |
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|
2021
Q3 | $58.9M | Buy |
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|
2021
Q2 | $50M | Sell |
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|
2021
Q1 | $46M | Sell |
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|
2020
Q4 | $49.6M | Sell |
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|
2020
Q3 | $50.3M | Sell |
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|
2020
Q2 | $49.4M | Sell |
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|
2020
Q1 | $40.4M | Sell |
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|
2019
Q4 | $41.7M | Sell |
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|
2019
Q3 | $37.8M | Sell |
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|
2019
Q2 | $44.8M | Sell |
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|
2019
Q1 | $38.9M | Sell |
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|
2018
Q4 | $33.6M | Buy |
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|
2018
Q3 | $35.4M | Buy |
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|
2018
Q2 | $29.6M | Buy |
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|
2018
Q1 | $28.6M | Buy |
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|
2017
Q4 | $26.8M | Buy |
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|
2017
Q3 | $21.9M | Buy |
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|
2017
Q2 | $17.7M | Buy |
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|
2017
Q1 | $13.6M | Buy |
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|
2016
Q4 | $10.1M | Buy |
|