Zurich Cantonal Bank’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
30,479
+5,108
| +20% | +$84.8K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $357K | Sell |
25,371
-161
| -0.6% | -$2.27K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $478K | Buy |
25,532
+9,584
| +60% | +$180K | ﹤0.01% | 1659 |
|
|
2024
Q3 | $317K | Hold |
15,948
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q2 | $256K | Buy |
15,948
+4,414
| +38% | +$70.9K | ﹤0.01% | 1914 |
|
|
2024
Q1 | $187K | Hold |
11,534
| – | – | ﹤0.01% | 2081 |
|
|
2023
Q4 | $191K | Sell |
11,534
-857
| -7% | -$14.2K | ﹤0.01% | 2101 |
|
|
2023
Q3 | $171K | Hold |
12,391
| – | – | ﹤0.01% | 2071 |
|
|
2023
Q2 | $191K | Hold |
12,391
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q1 | $173K | Buy |
12,391
+2,690
| +28% | +$37.6K | ﹤0.01% | 1968 |
|
|
2022
Q4 | $126K | Buy |
9,701
+2,746
| +39% | +$35.7K | ﹤0.01% | 2126 |
|
|
2022
Q3 | $89K | Hold |
6,955
| – | – | ﹤0.01% | 2315 |
|
|
2022
Q2 | $88K | Buy |
+6,955
| New | +$88K | ﹤0.01% | 2330 |
|
|
2022
Q1 | – | Sell |
-8,696
| Closed | -$166K | – | 2756 |
|
|
2021
Q4 | $166K | Buy |
+8,696
| New | +$166K | ﹤0.01% | 2200 |
|