Everhart Financial Group’s Fortune Brands Innovations FBIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,001	Closed	-$214K	–	427
2025 Q3	$214K	Sell	4,001 -341	-8%	-$19.2K	0.02%	370
2025 Q2	$224K	Sell	4,342 -1,646	-27%	-$86.1K	0.03%	322
2025 Q1	$365K	Buy	5,988 +166	+3%	+$11.1K	0.05%	256
2024 Q4	$398K	Sell	5,822 -349	-6%	-$28K	0.08%	223
2024 Q3	$552K	Buy	6,171 +1,775	+40%	+$136K	0.12%	182
2024 Q2	$285K	Sell	4,396 -329	-7%	-$23.7K	0.07%	229
2024 Q1	$400K	Buy	4,725 +649	+16%	+$51.6K	0.12%	178
2023 Q4	$310K	Buy	4,076 +178	+5%	+$11.7K	0.11%	175
2023 Q3	$242K	Buy	3,898 +33	+0.9%	+$2.27K	0.1%	181
2023 Q2	$278K	Buy	3,865 +362	+10%	+$23K	0.12%	171
2023 Q1	$206K	Buy	+3,503	New	+$214K	0.09%	197