A detailed history of Bkm Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 2,071 shares of FDS stock, worth $1.01 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,071
Previous 2,010 3.03%
Holding current value
$1.01 Million
Previous $821 Million 16.05%
% of portfolio
0.39%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$397.04 - $469.48 $24,219 - $28,638
61 Added 3.03%
2,071 $952 Million
Q2 2024

Jul 24, 2024

SELL
$394.89 - $452.48 $330,128 - $378,273
-836 Reduced 29.37%
2,010 $821 Million
Q1 2024

Apr 18, 2024

BUY
$443.86 - $487.9 $171,329 - $188,329
386 Added 15.69%
2,846 $1.29 Billion
Q4 2023

Jan 11, 2024

SELL
$420.42 - $477.05 $26,486 - $30,054
-63 Reduced 2.5%
2,460 $1.17 Billion
Q4 2023

Jan 10, 2024

BUY
$420.42 - $477.05 $1.06 Million - $1.2 Million
2,523 New
2,523 $1.2 Billion

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $18.5B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
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