FAM
Formidable Asset Management’s MarketWise MKTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
206,558
-285,000
| -58% | -$533K | 0.06% | 273 |
|
|
2025
Q1 | $243K | Sell |
491,558
-19,000
| -4% | -$9.38K | 0.04% | 340 |
|
|
2024
Q4 | $290K | Sell |
510,558
-55,732
| -10% | -$31.6K | 0.05% | 303 |
|
|
2024
Q3 | $378K | Sell |
566,290
-89,324
| -14% | -$59.7K | 0.06% | 259 |
|
|
2024
Q2 | $763K | Sell |
655,614
-82,408
| -11% | -$95.8K | 0.12% | 158 |
|
|
2024
Q1 | $1.26M | Buy |
738,022
+286,199
| +63% | +$488K | 0.21% | 101 |
|
|
2023
Q4 | $1.23M | Sell |
451,823
-261,999
| -37% | -$715K | 0.26% | 74 |
|
|
2023
Q3 | $1.14M | Buy |
713,822
+239,000
| +50% | +$382K | 0.25% | 78 |
|
|
2023
Q2 | $950K | Buy |
474,822
+7,000
| +1% | +$14K | 0.21% | 88 |
|
|
2023
Q1 | $750K | Buy |
467,822
+73,573
| +19% | +$118K | 0.16% | 115 |
|
|
2022
Q4 | $656K | Sell |
394,249
-17,500
| -4% | -$29.1K | 0.15% | 133 |
|
|
2022
Q3 | $967K | Buy |
411,749
+302,754
| +278% | +$711K | 0.22% | 84 |
|
|
2022
Q2 | $392K | Sell |
108,995
-293,999
| -73% | -$1.06M | 0.09% | 197 |
|
|
2022
Q1 | $1.9M | Buy |
402,994
+346,399
| +612% | +$1.63M | 0.36% | 55 |
|
|
2021
Q4 | $404K | Sell |
56,595
-24,905
| -31% | -$178K | 0.08% | 212 |
|
|
2021
Q3 | $673K | Buy |
+81,500
| New | +$673K | 0.13% | 160 |
|