LMCG Investments’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 | $296K | Hold |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $548K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $477K | Hold |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $516K | Buy |
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|
2015
Q3 | $299K | Sell |
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|
2015
Q2 | $320K | Hold |
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|
2015
Q1 | $314K | Sell |
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|
2014
Q4 | $281K | Hold |
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|
2014
Q3 | $242K | Hold |
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|
2014
Q2 | $240K | Sell |
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|
2014
Q1 | $367K | Sell |
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|
2013
Q4 | $406K | Hold |
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|
2013
Q3 | $407K | Hold |
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|
2013
Q2 | $381K | Buy |
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