Kovitz Investment Group Partners
FDS icon

Kovitz Investment Group Partners’s Factset FDS Stock Holding History

Kovitz Investment Group Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.25M Buy
9,502
+17
+0.2% +$7.6K 0.02% 472
2025
Q1 		$4.31M Buy
9,485
+99
+1% +$45K 0.02% 429
2024
Q4 		$4.51M Buy
9,386
+175
+2% +$84K 0.02% 415
2024
Q3 		$4.07M Buy
+9,211
New +$4.07M 0.03% 375