Hurlow Wealth Management Group’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 | $442K | Hold |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $469K | Hold |
|
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|
2024
Q2 | $416K | Sell |
|
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $516K | Hold |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $447K | Hold |
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|
2020
Q2 | $457K | Sell |
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|
2020
Q1 | $372K | Hold |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $293K | Buy |
|