GIA
GHP Investment Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
23,188
+12,282
| +113% | +$5.49M | 0.46% | 77 |
|
|
2025
Q1 | $4.96M | Buy |
10,906
+10,878
| +38,850% | +$4.95M | 0.24% | 144 |
|
|
2024
Q4 | $13.4K | Hold |
28
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $12.9K | Buy |
+28
| New | +$12.9K | ﹤0.01% | 680 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$12.5K | – | 883 |
|
|
2023
Q3 | $12.5K | Hold |
28
| – | – | ﹤0.01% | 668 |
|
|
2023
Q2 | $11.9K | Hold |
28
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $11.6K | Hold |
28
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $11.2K | Hold |
28
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $11K | Buy |
28
+10
| +56% | +$3.93K | ﹤0.01% | 656 |
|
|
2022
Q2 | $7K | Buy |
+18
| New | +$7K | ﹤0.01% | 752 |
|