Integrated Investment Consultants’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 | $760K | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $951K | Hold |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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