FourThought Financial Partners’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 | $545K | Buy |
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|
2025
Q2 | $698K | Buy |
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|
2025
Q1 | $662K | Buy |
|
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|
2024
Q4 | $690K | Sell |
|
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|
2024
Q3 | $680K | Buy |
|
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|
2024
Q2 | $597K | Buy |
|
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|
2024
Q1 | $640K | Buy |
|
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|
2023
Q4 | $626K | Sell |
|
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $560K | Buy |
|
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|
2023
Q1 | $513K | Sell |
|
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|
2022
Q4 | $574K | Buy |
|