HM Payson & Co’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 | $277K | Sell |
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|
2025
Q2 | $499K | Hold |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $593K | Buy |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $606K | Hold |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $536K | Hold |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $684K | Sell |
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|
2019
Q2 | $851K | Buy |
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