Financial Management Professionals’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	–	Sell	-4	Closed	-$1.79K	–	979
2025 Q2	$1.79K	Buy	+4	New	+$1.75K	﹤0.01%	762
2021 Q4	–	Sell	-4	Closed	-$2K	–	988
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	712
2021 Q2	$1K	Buy	+4	New	+$1.31K	﹤0.01%	763
2018 Q4	–	Sell	-15	Closed	-$3K	–	288
2018 Q3	$3K	Hold	15	–	–	﹤0.01%	228
2018 Q2	$3K	Hold	15	–	–	﹤0.01%	221
2018 Q1	$3K	Hold	15	–	–	﹤0.01%	233
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	197
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	201
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	220
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	244
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	241
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	265
2016 Q2	$2K	Buy	+15	New	+$2.32K	﹤0.01%	370