Wealthfront Advisers’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
2,962
+282
| +11% | +$126K | ﹤0.01% | 633 |
|
|
2025
Q1 | $1.22M | Buy |
2,680
+696
| +35% | +$316K | ﹤0.01% | 626 |
|
|
2024
Q4 | $953K | Buy |
1,984
+166
| +9% | +$79.7K | ﹤0.01% | 674 |
|
|
2024
Q3 | $836K | Buy |
1,818
+37
| +2% | +$17K | ﹤0.01% | 679 |
|
|
2024
Q2 | $727K | Sell |
1,781
-368
| -17% | -$150K | ﹤0.01% | 682 |
|
|
2024
Q1 | $976K | Sell |
2,149
-62
| -3% | -$28.2K | ﹤0.01% | 621 |
|
|
2023
Q4 | $1.05M | Sell |
2,211
-81
| -4% | -$38.6K | ﹤0.01% | 585 |
|
|
2023
Q3 | $1M | Buy |
2,292
+68
| +3% | +$29.7K | ﹤0.01% | 556 |
|
|
2023
Q2 | $891K | Buy |
2,224
+176
| +9% | +$70.5K | ﹤0.01% | 577 |
|
|
2023
Q1 | $850K | Sell |
2,048
-206
| -9% | -$85.5K | ﹤0.01% | 561 |
|
|
2022
Q4 | $904K | Buy |
2,254
+166
| +8% | +$66.6K | ﹤0.01% | 530 |
|
|
2022
Q3 | $835K | Buy |
2,088
+321
| +18% | +$128K | ﹤0.01% | 506 |
|
|
2022
Q2 | $680K | Sell |
1,767
-1,679
| -49% | -$646K | ﹤0.01% | 542 |
|
|
2022
Q1 | $1.5M | Buy |
3,446
+2,006
| +139% | +$871K | 0.01% | 454 |
|
|
2021
Q4 | $700K | Buy |
1,440
+246
| +21% | +$120K | ﹤0.01% | 541 |
|
|
2021
Q3 | $471K | Buy |
1,194
+478
| +67% | +$189K | ﹤0.01% | 569 |
|
|
2021
Q2 | $240K | Buy |
+716
| New | +$240K | ﹤0.01% | 596 |
|