Wolff Wiese Magana’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $860 | Hold |
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|
2025
Q2 | $1.34K | Sell |
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|
2025
Q1 | $1.82K | Sell |
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|
2024
Q4 | $4.8K | Hold |
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|
2024
Q3 | $4.6K | Hold |
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|
2024
Q2 | $4.08K | Hold |
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|
2024
Q1 | $4.54K | Hold |
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|
2023
Q4 | $4.77K | Hold |
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|
2023
Q3 | $4.37K | Hold |
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|
2023
Q2 | $4.01K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $81K | Sell |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $95K | Sell |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $82K | Buy |
|