Valmark Advisers’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 | $559K | Sell |
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|
2025
Q2 | $881K | Buy |
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|
2025
Q1 | $884K | Buy |
|
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|
2024
Q4 | $932K | Buy |
|
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|
2024
Q3 | $883K | Buy |
|
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|
2024
Q2 | $782K | Hold |
|
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|
2024
Q1 | $871K | Hold |
|
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|
2023
Q4 | $914K | Sell |
|
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|
2023
Q3 | $843K | Hold |
|
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|
2023
Q2 | $772K | Hold |
|
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|
2023
Q1 | $800K | Hold |
|
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|
2022
Q4 | $773K | Sell |
|
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $931K | Buy |
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|
2021
Q3 | $754K | Hold |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $627K | Buy |
|