Institutional & Family Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $174K | Hold |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $329K | Sell |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $185K | Buy |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | $172K | Sell |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $738K | Buy |
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|
2018
Q4 | $9K | Buy |
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