Savant Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
674
+100
| +17% | +$44.7K | ﹤0.01% | 1387 |
|
|
2025
Q1 | $261K | Buy |
574
+12
| +2% | +$5.46K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $270K | Buy |
562
+46
| +9% | +$22.1K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $237K | Buy |
+516
| New | +$237K | ﹤0.01% | 1197 |
|
|
2024
Q2 | – | Sell |
-482
| Closed | -$219K | – | 1287 |
|
|
2024
Q1 | $219K | Buy |
482
+12
| +3% | +$5.46K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $224K | Buy |
+470
| New | +$224K | ﹤0.01% | 790 |
|