Motley Fool Asset 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 | $275K | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $237K | Sell |
|
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|
2024
Q2 | $234K | Sell |
|
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|
2024
Q1 | $269K | Sell |
|
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $8K | Buy |
|