Mission 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 | $1.18M | Sell |
|
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|
2025
Q1 | $1.25M | Buy |
|
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|
2024
Q4 | $1.25M | Sell |
|
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|
2024
Q3 | $1.43M | Sell |
|
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|
2024
Q2 | $1.29M | Sell |
|
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|
2024
Q1 | $1.54M | Buy |
|
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|
2023
Q4 | $1.6M | Buy |
|
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|
2023
Q3 | $1.39M | Buy |
|
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|
2023
Q2 | $1.25M | Buy |
|
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|
2023
Q1 | $1.28M | Sell |
|
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|
2022
Q4 | $1.25M | Sell |
|
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|
2022
Q3 | $1.26M | Sell |
|
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|
2022
Q2 | $1.23M | Buy |
|
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|
2022
Q1 | $1.2M | Buy |
|
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|
2021
Q4 | $1.23M | Sell |
|
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|
2021
Q3 | $1.01M | Buy |
|
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|
2021
Q2 | $858K | Sell |
|
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|
2021
Q1 | $807K | Buy |
|
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|
2020
Q4 | $761K | Buy |
|
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|
2020
Q3 | $594K | Buy |
|
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|
2020
Q2 | $569K | Buy |
|
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|
2020
Q1 | $433K | Sell |
|
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|
2019
Q4 | $455K | Buy |
|
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|
2019
Q3 | $400K | Sell |
|
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $327K | Buy |
|
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|
2018
Q3 | $352K | Buy |
|
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|
2018
Q2 | $277K | Buy |
|
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|
2018
Q1 | $217K | Buy |
|