Trail Ridge Investment Advisors’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 | $630K | Hold |
|
|||||
|
2025
Q2 | $886K | Hold |
|
|||||
|
2025
Q1 | $1M | Hold |
|
|||||
|
2024
Q4 | $1.06M | Hold |
|
|||||
|
2024
Q3 | $1.02M | Hold |
|
|||||
|
2024
Q2 | $898K | Hold |
|
|||||
|
2024
Q1 | $1,000K | Hold |
|
|||||
|
2023
Q4 | $1.05M | Hold |
|
|||||
|
2023
Q3 | $962K | Hold |
|
|||||
|
2023
Q2 | $881K | Hold |
|
|||||
|
2023
Q1 | $913K | Hold |
|
|||||
|
2022
Q4 | $883K | Hold |
|
|||||
|
2022
Q3 | $927K | Hold |
|
|||||
|
2022
Q2 | $846K | Hold |
|
|||||
|
2022
Q1 | $955K | Hold |
|
|||||
|
2021
Q4 | $1.07M | Buy |
|