Foster Victor Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.5M | Buy |
328,706
+26,051
| +9% | +$2.33M | 1.63% | 9 |
|
|
2025
Q4 | $30.6M | Buy |
302,655
+21,478
| +8% | +$1.93M | 1.78% | 9 |
|
|
2025
Q3 | $24.6M | Sell |
281,177
-1,995
| -0.7% | -$185K | 1.53% | 10 |
|
|
2025
Q2 | $25.4M | Buy |
283,172
+3,357
| +1% | +$268K | 1.72% | 8 |
|
|
2025
Q1 | $20M | Buy |
279,815
+10,247
| +4% | +$806K | 1.61% | 10 |
|
|
2024
Q4 | $21.3M | Buy |
269,568
+4,717
| +2% | +$365K | 1.63% | 11 |
|
|
2024
Q3 | $19.2M | Sell |
264,851
-24,165
| -8% | -$1.65M | 1.54% | 13 |
|
|
2024
Q2 | $18.3M | Buy |
289,016
+23,557
| +9% | +$1.43M | 1.53% | 16 |
|
|
2024
Q1 | $16.7M | Buy |
265,459
+40,551
| +18% | +$2.35M | 1.53% | 18 |
|
|
2023
Q4 | $12.8M | Buy |
224,908
+3,751
| +2% | +$198K | 1.31% | 30 |
|
|
2023
Q3 | $11M | Buy |
221,157
+12,306
| +6% | +$624K | 1.28% | 31 |
|
|
2023
Q2 | $10.4M | Buy |
208,851
+40,895
| +24% | +$2.22M | 1.16% | 35 |
|
|
2023
Q1 | $9.19M | Buy |
167,956
+16,984
| +11% | +$981K | 1.11% | 38 |
|
|
2022
Q4 | $9.31M | Buy |
150,972
+3,373
| +2% | +$210K | 1.18% | 34 |
|
|
2022
Q3 | $8.78M | Sell |
147,599
-3,784
| -2% | -$223K | 1.28% | 29 |
|
|
2022
Q2 | $7.91M | Buy |
151,383
+20,109
| +15% | +$1.06M | 1.18% | 34 |
|
|
2022
Q1 | $8.03M | Buy |
131,274
+24,792
| +23% | +$1.47M | 1.1% | 36 |
|
|
2021
Q4 | $6.86M | Buy |
106,482
+14,241
| +15% | +$970K | 0.93% | 42 |
|
|
2021
Q3 | $5.93M | Buy |
92,241
+9,501
| +11% | +$598K | 0.95% | 37 |
|
|
2021
Q2 | $4.85M | Buy |
82,740
+18,039
| +28% | +$993K | 0.81% | 39 |
|
|
2021
Q1 | $3.41M | Buy |
64,701
+24,975
| +63% | +$1.19M | 0.63% | 47 |
|
|
2020
Q4 | $1.76M | Buy |
39,726
+17,532
| +79% | +$742K | 0.4% | 59 |
|
|
2020
Q3 | $908K | Buy |
22,194
+11,562
| +109% | +$493K | 0.25% | 70 |
|
|
2020
Q2 | $423K | Buy |
+10,632
| New | +$396K | 0.14% | 84 |
|
Other funds holding NDAQ
IA
VCM
VPM
