Trust Company of Vermont’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$11.5K | – | 1054 |
|
|
2024
Q4 | $11.5K | Sell |
24
-10
| -29% | -$4.8K | ﹤0.01% | 759 |
|
|
2024
Q3 | $15.6K | Buy |
+34
| New | +$15.6K | ﹤0.01% | 696 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$3K | – | 982 |
|
|
2022
Q2 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 829 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$25K | – | 932 |
|
|
2019
Q3 | $25K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
|
2019
Q2 | $29K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
|
2019
Q1 | $25K | Sell |
100
-100
| -50% | -$25K | ﹤0.01% | 573 |
|
|
2018
Q4 | $40K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
|
2018
Q3 | $45K | Sell |
200
-220
| -52% | -$49.5K | ﹤0.01% | 534 |
|
|
2018
Q2 | $83K | Sell |
420
-12
| -3% | -$2.37K | 0.01% | 437 |
|
|
2018
Q1 | $86K | Hold |
432
| – | – | 0.01% | 412 |
|
|
2017
Q4 | $83K | Buy |
432
+128
| +42% | +$24.6K | 0.01% | 426 |
|
|
2017
Q3 | $55K | Hold |
304
| – | – | 0.01% | 481 |
|
|
2017
Q2 | $51K | Buy |
+304
| New | +$51K | 0.01% | 496 |
|
|
2016
Q1 | – | Sell |
-23
| Closed | -$4K | – | 745 |
|
|
2015
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 697 |
|