Wedbush Securities’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
716
| – | – | 0.01% | 812 |
|
|
2025
Q1 | $326K | Sell |
716
-63
| -8% | -$28.7K | 0.01% | 768 |
|
|
2024
Q4 | $374K | Buy |
779
+325
| +72% | +$156K | 0.01% | 718 |
|
|
2024
Q3 | $209K | Sell |
454
-1,255
| -73% | -$578K | 0.01% | 978 |
|
|
2024
Q2 | $698K | Buy |
1,709
+1
| +0.1% | +$408 | 0.03% | 491 |
|
|
2024
Q1 | $776K | Buy |
1,708
+1,260
| +281% | +$572K | 0.03% | 479 |
|
|
2023
Q4 | $214K | Sell |
448
-50
| -10% | -$23.9K | 0.01% | 930 |
|
|
2023
Q3 | $218K | Buy |
+498
| New | +$218K | 0.01% | 877 |
|