Pine Haven Investment Counsel’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$275K Hold
2025
Q1
$280K Sell
2024
Q4
$300K Hold
2024
Q3
$287K Hold
2024
Q2
$255K Hold
2024
Q1
$284K Hold
2023
Q4
$298K Hold
2023
Q3
$273K Hold
2023
Q2
$250K Hold
2023
Q1
$259K Hold
2022
Q4
$251K Hold
2022
Q3
$250K Buy
2022
Q2
$233K Hold
2022
Q1
$263K Hold
2021
Q4
$294K Buy