Polen Capital Management’s FirstService FSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,247
Closed -$392K 249
2025
Q2
$392K Sell
2,247
-27,401
-92% -$4.75M ﹤0.01% 210
2025
Q1
$4.92M Sell
29,648
-3,123
-10% -$547K 0.02% 58
2024
Q4
$5.93M Buy
32,771
+4,634
+16% +$866K 0.02% 61
2024
Q3
$5.13M Sell
28,137
-1,650
-6% -$284K 0.01% 61
2024
Q2
$4.54M Sell
29,787
-6,076
-17% -$918K 0.01% 64
2024
Q1
$5.95M Sell
35,863
-765
-2% -$126K 0.01% 62
2023
Q4
$5.94M Sell
36,628
-3,531
-9% -$534K 0.01% 68
2023
Q3
$5.84M Sell
40,159
-826
-2% -$126K 0.02% 65
2023
Q2
$6.32M Sell
40,985
-1,462
-3% -$213K 0.02% 62
2023
Q1
$5.98M Buy
42,447
+27,327
+181% +$3.77M 0.02% 62
2022
Q4
$1.85M Buy
+15,120
New +$1.87M 0.01% 79

Other funds holding FSV