Wedmont Private Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
+739
| New | +$331K | 0.01% | 539 |
|
|
2024
Q1 | – | Sell |
-485
| Closed | -$222K | – | 614 |
|
|
2023
Q4 | $222K | Buy |
485
+5
| +1% | +$2.29K | 0.02% | 502 |
|
|
2023
Q3 | $217K | Buy |
+480
| New | +$217K | 0.02% | 457 |
|
|
2022
Q4 | – | Sell |
-691
| Closed | -$276K | – | 456 |
|
|
2022
Q3 | $276K | Buy |
+691
| New | +$276K | 0.06% | 271 |
|