J. Safra Sarasin Holding’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
5,341
+3,251
| +156% | +$1.45M | 0.04% | 192 |
|
|
2025
Q1 | $950K | Sell |
2,090
-185
| -8% | -$84.1K | 0.02% | 343 |
|
|
2024
Q4 | $1.09M | Sell |
2,275
-287
| -11% | -$138K | 0.02% | 301 |
|
|
2024
Q3 | $1.18M | Sell |
2,562
-81
| -3% | -$37.2K | 0.02% | 300 |
|
|
2024
Q2 | $1.08M | Buy |
+2,643
| New | +$1.08M | 0.02% | 324 |
|