J.W. Coons Advisors’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 | $1.55M | Buy |
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|
2025
Q1 | $657K | Hold |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $252K | Buy |
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