Vontobel Holding’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 | $317K | Hold |
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|
2025
Q2 | $495K | Sell |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $465K | Hold |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $243K | Buy |
|