Leith Wheeler Investment Counsel’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Sell |
556,578
-14,886
| -3% | -$247K | 0.66% | 40 |
|
|
2025
Q1 | $8.05M | Buy |
571,464
+7,154
| +1% | +$101K | 0.56% | 46 |
|
|
2024
Q4 | $10.6M | Sell |
564,310
-20,295
| -3% | -$380K | 0.77% | 34 |
|
|
2024
Q3 | $11.6M | Sell |
584,605
-23,367
| -4% | -$464K | 0.81% | 33 |
|
|
2024
Q2 | $9.77M | Buy |
607,972
+4,950
| +0.8% | +$79.5K | 0.84% | 35 |
|
|
2024
Q1 | $9.78M | Buy |
603,022
+119,100
| +25% | +$1.93M | 0.95% | 35 |
|
|
2023
Q4 | $8.02M | Sell |
483,922
-6,250
| -1% | -$104K | 0.88% | 39 |
|
|
2023
Q3 | $6.76M | Buy |
490,172
+196,600
| +67% | +$2.71M | 0.89% | 35 |
|
|
2023
Q2 | $4.52M | Buy |
+293,572
| New | +$4.52M | 0.59% | 43 |
|