Concord Wealth Partners Factset Research Systems Inc Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$387.57 - $441.86 $1,162 - $1,325	3 New	3 $1,000
Q4 2022 Jan 27, 2023	BUY	$394.56 - $472.05 $1,183 - $1,416	3 New	3 $1,000
Q1 2022 Apr 20, 2022	SELL	$392.82 - $476.02 $1,571 - $1,904	-4 Reduced 40.0%	6 $3,000
Q4 2021 Jan 21, 2022	BUY	$394.13 - $488.85 $2,758 - $3,421	7 Added 233.33%	10 $5,000
Q1 2021 May 13, 2021	BUY	$294.35 - $335.44 $883 - $1,006	3 New	3 $1,000

882

36M

175K

63.7K

Ticker FDS
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 38,079,400
Market Cap $18.6B
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...

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.