Mayflower Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Sell |
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|
2025
Q2 | $538K | Buy |
|
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|
2025
Q1 | $546K | Sell |
|
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|
2024
Q4 | $578K | Buy |
|
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|
2024
Q3 | $553K | Buy |
|
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|
2024
Q2 | $489K | Sell |
|
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|
2024
Q1 | $548K | Sell |
|
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|
2023
Q4 | $576K | Sell |
|
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|
2023
Q3 | $537K | Buy |
|
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|
2023
Q2 | $487K | Sell |
|
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|
2023
Q1 | $506K | Buy |
|
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|
2022
Q4 | $488K | Sell |
|
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $468K | Hold |
|
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|
2022
Q1 | $528K | Buy |
|
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|
2021
Q4 | $590K | Hold |
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|
2021
Q3 | $513K | Buy |
|
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $491K | Buy |
|