Mayflower Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
1,203
+2
| +0.2% | +$895 | 0.07% | 229 |
|
|
2025
Q1 | $546K | Sell |
1,201
-2
| -0.2% | -$910 | 0.08% | 212 |
|
|
2024
Q4 | $578K | Buy |
1,203
+1
| +0.1% | +$480 | 0.09% | 202 |
|
|
2024
Q3 | $553K | Buy |
1,202
+4
| +0.3% | +$1.84K | 0.08% | 204 |
|
|
2024
Q2 | $489K | Sell |
1,198
-8
| -0.7% | -$3.27K | 0.08% | 214 |
|
|
2024
Q1 | $548K | Sell |
1,206
-1
| -0.1% | -$455 | 0.09% | 197 |
|
|
2023
Q4 | $576K | Sell |
1,207
-20
| -2% | -$9.54K | 0.08% | 187 |
|
|
2023
Q3 | $537K | Buy |
1,227
+12
| +1% | +$5.25K | 0.08% | 185 |
|
|
2023
Q2 | $487K | Sell |
1,215
-3
| -0.2% | -$1.2K | 0.06% | 205 |
|
|
2023
Q1 | $506K | Buy |
1,218
+3
| +0.2% | +$1.25K | 0.07% | 197 |
|
|
2022
Q4 | $488K | Sell |
1,215
-1
| -0.1% | -$401 | 0.07% | 196 |
|
|
2022
Q3 | $487K | Hold |
1,216
| – | – | 0.08% | 190 |
|
|
2022
Q2 | $468K | Hold |
1,216
| – | – | 0.07% | 193 |
|
|
2022
Q1 | $528K | Buy |
1,216
+2
| +0.2% | +$868 | 0.07% | 192 |
|
|
2021
Q4 | $590K | Hold |
1,214
| – | – | 0.08% | 179 |
|
|
2021
Q3 | $513K | Buy |
1,214
+2
| +0.2% | +$845 | 0.07% | 189 |
|
|
2021
Q2 | $407K | Sell |
1,212
-281
| -19% | -$94.4K | 0.06% | 203 |
|
|
2021
Q1 | $461K | Buy |
1,493
+16
| +1% | +$4.94K | 0.07% | 173 |
|
|
2020
Q4 | $491K | Buy |
+1,477
| New | +$491K | 0.08% | 150 |
|