Kesler Norman & Wride’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 | $1.53M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.36M | Sell |
|
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|
2024
Q4 | $1.53M | Sell |
|
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|
2024
Q3 | $1.81M | Sell |
|
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|
2024
Q2 | $2.21M | Sell |
|
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|
2024
Q1 | $2.64M | Sell |
|
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|
2023
Q4 | $2.87M | Sell |
|
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|
2023
Q3 | $2.68M | Sell |
|
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|
2023
Q2 | $2.58M | Buy |
|
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|
2023
Q1 | $2.65M | Buy |
|
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|
2022
Q4 | $2.45M | Buy |
|
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|
2022
Q3 | $1.95M | Sell |
|
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|
2022
Q2 | $1.9M | Sell |
|
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|
2022
Q1 | $2.24M | Sell |
|
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|
2021
Q4 | $2.51M | Sell |
|
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|
2021
Q3 | $2.06M | Sell |
|
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|
2021
Q2 | $1.92M | Sell |
|
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|
2021
Q1 | $3.82M | Buy |
|
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|
2020
Q4 | $4.03M | Buy |
|