Moneta Group Investment 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
Q4 | – | Sell |
|
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|
2025
Q3 | $201K | Buy |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $310K | Buy |
|
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|
2024
Q4 | $268K | Buy |
|
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|
2024
Q3 | $223K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Buy |
|