Wealthfront 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
Q2 | $1.32M | Buy |
|
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|
2025
Q1 | $1.22M | Buy |
|
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|
2024
Q4 | $953K | Buy |
|
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|
2024
Q3 | $836K | Buy |
|
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|
2024
Q2 | $727K | Sell |
|
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|
2024
Q1 | $976K | Sell |
|
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|
2023
Q4 | $1.05M | Sell |
|
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|
2023
Q3 | $1M | Buy |
|
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|
2023
Q2 | $891K | Buy |
|
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|
2023
Q1 | $850K | Sell |
|
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|
2022
Q4 | $904K | Buy |
|
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|
2022
Q3 | $835K | Buy |
|
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|
2022
Q2 | $680K | Sell |
|
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|
2022
Q1 | $1.5M | Buy |
|
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $240K | Buy |
|