Freedom Investment 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 | $281K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $729K | Buy |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | $475K | Sell |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $579K | Buy |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $713K | Buy |
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|
2018
Q2 | $590K | Buy |
|