Precision Wealth Strategies’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 |
|
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $266K | Sell |
|
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|
2024
Q4 | $340K | Buy |
|
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|
2024
Q3 | $323K | Buy |
|
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $391K | Sell |
|
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|
2023
Q4 | $422K | Sell |
|
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|
2023
Q3 | $388K | Sell |
|
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|
2023
Q2 | $361K | Sell |
|
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|
2023
Q1 | $383K | Sell |
|
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|
2022
Q4 | $384K | Sell |
|
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $421K | Buy |
|
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $380K | Buy |
|
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $256K | Buy |
|
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|
2020
Q4 | $238K | Buy |
|