Formidable Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Hold |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $904K | Sell |
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|
2024
Q3 | $928K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $1.79M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.74M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.66M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $935K | Buy |
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|
2017
Q2 | $852K | Buy |
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|
2017
Q1 | $805K | Buy |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $712K | Buy |
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|
2016
Q2 | $707K | Buy |
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