Smith Shellnut Wilson’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 | $217K | Hold |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $203K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $221K | Hold |
|
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $225K | Hold |
|
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $420 | Hold |
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|
2020
Q2 | $412K | Sell |
|
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|
2020
Q1 | $335K | Buy |
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|
2019
Q4 | $337K | Hold |
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|
2019
Q3 | $305K | Buy |
|
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|
2019
Q2 | $344K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q1 | $247K | Buy |
|