McDonald Partners’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 | $276K | Sell |
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|
2025
Q2 | $1.17M | Buy |
|
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|
2025
Q1 | $1.16M | Buy |
|
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|
2024
Q4 | $1.13M | Buy |
|
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|
2024
Q3 | $1.08M | Buy |
|
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|
2024
Q2 | $893K | Buy |
|
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|
2024
Q1 | $971K | Buy |
|
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|
2023
Q4 | $1.02M | Sell |
|
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|
2023
Q3 | $939K | Sell |
|
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|
2023
Q2 | $863K | Buy |
|
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|
2023
Q1 | $877K | Buy |
|
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|
2022
Q4 | $846K | Sell |
|
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|
2022
Q3 | $911K | Buy |
|
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|
2022
Q2 | $863K | Buy |
|
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|
2022
Q1 | $935K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $800K | Buy |
|
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $659K | Buy |
|