National Philanthropic Trust’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$249K Sell
2025
Q3
$269K Sell
2025
Q2
$423K Buy
2025
Q1
$427K Hold
2024
Q4
$451K Sell
2024
Q3
$455K Hold
2024
Q2
$404K Sell
2024
Q1
$513K Buy