Mattern Wealth 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 | $534K | Sell |
|
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|
2025
Q1 | $557K | Buy |
|
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|
2024
Q4 | $565K | Sell |
|
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|
2024
Q3 | $596K | Sell |
|
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|
2024
Q2 | $588K | Sell |
|
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|
2024
Q1 | $2.24M | Sell |
|
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|
2023
Q4 | $2.45M | Buy |
|
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|
2023
Q3 | $2.1M | Buy |
|
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|
2023
Q2 | $1.64M | Buy |
|
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|
2023
Q1 | $1.44M | Buy |
|
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|
2022
Q4 | $605K | Buy |
|
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|
2022
Q3 | $567K | Hold |
|
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|
2022
Q2 | $545K | Hold |
|
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|
2022
Q1 | $616K | Sell |
|
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|
2021
Q4 | $706K | Sell |
|
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|
2021
Q3 | $580K | Sell |
|
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|
2021
Q2 | $503K | Sell |
|
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|
2021
Q1 | $554K | Sell |
|
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|
2020
Q4 | $1.63M | Sell |
|
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|
2020
Q3 | $1.67M | Buy |
|
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|
2020
Q2 | $1.59M | Buy |
|
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.14M | Buy |
|