Moneta Group Investment Advisors’s Factset FDS Stock Holding History

Moneta Group Investment Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Buy
2025 Q1	$310K	Buy
2024 Q4	$268K	Buy
2024 Q3	$223K	Buy
2024 Q2	–	Sell
2024 Q1	$221K	Sell
2023 Q4	$246K	Sell
2023 Q3	$230K	Buy
2015 Q4	–	Sell
2015 Q3	$8K	Buy