Whittier Trust’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $98.8K | Sell |
612
-123
| -17% | -$19.9K | ﹤0.01% | 797 |
|
2025
Q1 | $121K | Sell |
735
-147
| -17% | -$24.1K | ﹤0.01% | 737 |
|
2024
Q4 | $169K | Sell |
882
-407
| -32% | -$77.8K | ﹤0.01% | 694 |
|
2024
Q3 | $293K | Buy |
1,289
+9
| +0.7% | +$2.05K | ﹤0.01% | 598 |
|
2024
Q2 | $276K | Buy |
1,280
+137
| +12% | +$29.5K | ﹤0.01% | 591 |
|
2024
Q1 | $240K | Hold |
1,143
| – | – | ﹤0.01% | 613 |
|
2023
Q4 | $228K | Sell |
1,143
-99
| -8% | -$19.7K | ﹤0.01% | 623 |
|
2023
Q3 | $222K | Buy |
1,242
+40
| +3% | +$7.14K | ﹤0.01% | 610 |
|
2023
Q2 | $229K | Hold |
1,202
| – | – | ﹤0.01% | 607 |
|
2023
Q1 | $237K | Buy |
1,202
+172
| +17% | +$33.9K | ﹤0.01% | 620 |
|
2022
Q4 | $164K | Sell |
1,030
-6,210
| -86% | -$986K | ﹤0.01% | 698 |
|
2022
Q3 | $1.2M | Buy |
7,240
+190
| +3% | +$31.5K | 0.03% | 312 |
|
2022
Q2 | $1.28M | Hold |
7,050
| – | – | 0.03% | 324 |
|
2022
Q1 | $1.11M | Hold |
7,050
| – | – | 0.02% | 357 |
|
2021
Q4 | $1.08M | Buy |
7,050
+300
| +4% | +$46K | 0.02% | 364 |
|
2021
Q3 | $909K | Hold |
6,750
| – | – | 0.02% | 377 |
|
2021
Q2 | $922K | Hold |
6,750
| – | – | 0.02% | 374 |
|
2021
Q1 | $946K | Buy |
+6,750
| New | +$946K | 0.02% | 368 |
|
2020
Q4 | – | Sell |
-6,750
| Closed | -$715K | – | 1444 |
|
2020
Q3 | $715K | Hold |
6,750
| – | – | 0.02% | 372 |
|
2020
Q2 | $773K | Hold |
6,750
| – | – | 0.02% | 337 |
|
2020
Q1 | $808K | Hold |
6,750
| – | – | 0.03% | 318 |
|
2019
Q4 | $747K | Hold |
6,750
| – | – | 0.02% | 345 |
|
2019
Q3 | $715K | Hold |
6,750
| – | – | 0.02% | 345 |
|
2019
Q2 | $566K | Hold |
6,750
| – | – | 0.02% | 371 |
|
2019
Q1 | $518K | Hold |
6,750
| – | – | 0.02% | 380 |
|
2018
Q4 | $450K | Buy |
+6,750
| New | +$450K | 0.02% | 380 |
|