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M3 Advisory Group’s Factset FDS Stock Holding History

M3 Advisory Group’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 		$222K Sell
497
-33
-6% -$14.8K 0.15% 130
2025
Q1 		$241K Sell
530
-4
-0.7% -$1.82K 0.19% 113
2024
Q4 		$256K Buy
534
+2
+0.4% +$960 0.18% 114
2024
Q3 		$245K Buy
+532
New +$245K 0.18% 121