NewEdge 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
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $630K | Buy |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $921K | Buy |
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|
2020
Q1 | $623K | Buy |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $489K | Buy |
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|
2018
Q4 | $363 | Buy |
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|
2018
Q3 | $384K | Sell |
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|
2018
Q2 | $319 | Buy |
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|
2018
Q1 | $335K | Sell |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $109K | Buy |
|