World Investment Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Buy
1,527
+766
+101% +$343K 0.02% 623
2025
Q1
$346K Buy
761
+223
+41% +$101K 0.01% 817
2024
Q4
$258K Buy
+538
New +$258K 0.01% 871