LWM Advisory Services’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 | $1.79M | Hold |
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|
2025
Q1 | $1.82M | Hold |
|
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|
2024
Q4 | $1.92M | Hold |
|
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|
2024
Q3 | $1.84M | Hold |
|
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|
2024
Q2 | $1.63M | Hold |
|
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|
2024
Q1 | $1.82M | Hold |
|
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|
2023
Q4 | $1.91M | Hold |
|
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|
2023
Q3 | $1.75M | Hold |
|
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|
2023
Q2 | $1.6M | Hold |
|
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|
2023
Q1 | $1.66M | Hold |
|
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|
2022
Q4 | $1.6M | Sell |
|
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.54M | Buy |
|