WP
WMS Partners’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-476
| Closed | -$229K | – | 91 |
|
|
2024
Q4 | $229K | Buy |
476
+14
| +3% | +$6.72K | 0.01% | 270 |
|
|
2024
Q3 | $212K | Buy |
+462
| New | +$212K | 0.01% | 269 |
|
|
2024
Q2 | – | Sell |
-473
| Closed | -$215K | – | 262 |
|
|
2024
Q1 | $215K | Buy |
473
+12
| +3% | +$5.45K | 0.01% | 251 |
|
|
2023
Q4 | $220K | Buy |
+461
| New | +$220K | 0.02% | 239 |
|