Mitchell & Pahl Private Wealth’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 | $617K | Buy |
|
|||||
|
2025
Q2 | $926K | Buy |
|
|||||
|
2025
Q1 | $894K | Buy |
|
|||||
|
2024
Q4 | $941K | Buy |
|
|||||
|
2024
Q3 | $856K | Buy |
|
|||||
|
2024
Q2 | $745K | Buy |
|
|||||
|
2024
Q1 | $789K | Buy |
|
|||||
|
2023
Q4 | $797K | Sell |
|
|||||
|
2023
Q3 | $739K | Buy |
|
|||||
|
2023
Q2 | $595K | Buy |
|
|||||
|
2023
Q1 | $606K | Buy |
|
|||||
|
2022
Q4 | $578K | Buy |
|
|||||
|
2022
Q3 | $532K | Buy |
|
|||||
|
2022
Q2 | $476K | Buy |
|