Shepherd Financial Partners’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 | $253K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $403K | Sell |
|
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $611K | Sell |
|
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $328K | Sell |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $488K | Buy |
|