West Coast Financial’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
Sell
2025
Q1
$372K Sell
2024
Q4
$449K Sell
2024
Q3
$433K Sell
2024
Q2
$530K Sell
2024
Q1
$7.45M Sell
2023
Q4
$7.84M Buy
2023
Q3
$6.37M Buy
2023
Q2
$5.75M Sell
2023
Q1
$6.09M Buy