Hemington Wealth Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Buy
58
+5
+9% +$2.16K ﹤0.01% 542
2025
Q1
$24K Buy
53
+9
+20% +$4.08K ﹤0.01% 525
2024
Q4
$21K Buy
44
+6
+16% +$2.86K 0.01% 534
2024
Q3
$17K Buy
+38
New +$17K ﹤0.01% 554