Transamerica Financial 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
Q2 | $397 | Hold |
|
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|
2025
Q1 | $1K | Hold |
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|
2024
Q4 | $1K | Hold |
|
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|
2024
Q3 | $1K | Sell |
|
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|
2024
Q2 | $64K | Hold |
|
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|
2024
Q1 | $72K | Sell |
|
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|
2023
Q4 | $347K | Sell |
|
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|
2023
Q3 | $766K | Sell |
|
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|
2023
Q2 | $747K | Hold |
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|
2023
Q1 | $774K | Buy |
|
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|
2022
Q4 | $389K | Sell |
|
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $278K | Buy |
|