Wallace Advisory Group’s Factset FDS Stock Holding History

Wallace Advisory Group’s Portfolio FDS Stock Details FDS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$425K	Sell
2024 Q4	$411K	Buy
2024 Q3	$350K	Sell
2024 Q2	$354K	Sell
2024 Q1	$429K	Buy
2023 Q4	$357K	Sell
2023 Q3	$347K	Buy