Haverford Trust Company’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 | – | Sell |
|
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|
2025
Q1 | $351K | Sell |
|
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|
2024
Q4 | $372K | Sell |
|
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|
2024
Q3 | $392K | Buy |
|
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|
2024
Q2 | $333K | Buy |
|
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|
2024
Q1 | $351K | Buy |
|
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|
2023
Q4 | $295K | Sell |
|
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|
2023
Q3 | $275K | Hold |
|
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|
2023
Q2 | $252K | Buy |
|
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|
2023
Q1 | $254K | Sell |
|
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|
2022
Q4 | $335K | Hold |
|
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|
2022
Q3 | $334K | Buy |
|
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|
2022
Q2 | $306K | Buy |
|
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|
2022
Q1 | $309K | Sell |
|
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|
2021
Q4 | $355K | Sell |
|
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|
2021
Q3 | $302K | Buy |
|