Martin Investment Management’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 | $257K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $264K | Hold |
|
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $261K | Hold |
|
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $227K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
|