Mc Kinley Carter Wealth Services, Inc. First Tr Value Line Divid Inde Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 40,487 shares of FVD stock, worth $1.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

40,487

Previous 41,608 2.69%

Holding current value

$1.82 Million

Previous $1.82 Million 1.43%

% of portfolio

0.11%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$42.61 - $45.51 $47,765 - $51,016	-1,121 Reduced 2.69%	40,487 $1.79 Million
Q4 2024 Jan 22, 2025	SELL	$43.4 - $46.7 $18,879 - $20,314	-435 Reduced 1.03%	41,608 $1.82 Million
Q3 2024 Oct 15, 2024	SELL	$40.45 - $45.49 $5,420 - $6,095	-134 Reduced 0.32%	42,043 $1.91 Million
Q2 2024 Aug 09, 2024	SELL	$39.94 - $42.43 $143,624 - $152,578	-3,596 Reduced 7.86%	42,177 $1.72 Million
Q1 2024 Apr 26, 2024	SELL	$39.94 - $42.23 $163,354 - $172,720	-4,090 Reduced 8.2%	45,773 $1.93 Million
Q4 2023 Feb 07, 2024	SELL	$36.09 - $40.63 $195,932 - $220,580	-5,429 Reduced 9.82%	49,863 $2.02 Million
Q3 2023 Oct 13, 2023	SELL	$37.39 - $41.11 $204,224 - $224,542	-5,462 Reduced 8.99%	55,292 $2.07 Million
Q2 2023 Aug 02, 2023	SELL	$38.66 - $40.72 $9,046 - $9,528	-234 Reduced 0.38%	60,754 $2.44 Million
Q1 2023 Apr 24, 2023	SELL	$38.43 - $41.37 $56,837 - $61,186	-1,479 Reduced 2.37%	60,988 $2.45 Million
Q4 2022 Feb 07, 2023	SELL	$35.61 - $41.46 $66,483 - $77,405	-1,867 Reduced 2.9%	62,467 $2.49 Million
Q3 2022 Oct 24, 2022	BUY	$35.79 - $42.23 $55,045 - $64,949	1,538 Added 2.45%	64,334 $2.3 Million
Q2 2022 Jul 15, 2022	SELL	$37.24 - $43.02 $435,596 - $503,204	-11,697 Reduced 15.7%	62,796 $2.44 Million
Q1 2022 Apr 27, 2022	SELL	$39.95 - $43.09 $100,873 - $108,802	-2,525 Reduced 3.28%	74,493 $3.15 Million
Q4 2021 Feb 07, 2022	SELL	$39.46 - $43.04 $172,203 - $187,826	-4,364 Reduced 5.36%	77,018 $3.32 Million
Q3 2021 Nov 03, 2021	SELL	$39.2 - $41.72 $25,048 - $26,659	-639 Reduced 0.78%	81,382 $3.19 Million
Q2 2021 Aug 12, 2021	SELL	$38.16 - $40.72 $248,154 - $264,802	-6,503 Reduced 7.35%	82,021 $3.26 Million
Q1 2021 Apr 30, 2021	BUY	$34.56 - $38.32 $10,471 - $11,610	303 Added 0.34%	88,524 $3.36 Million
Q4 2020 Feb 16, 2021	BUY	$31.33 - $35.27 $2.76 Million - $3.11 Million	88,221 New	88,221 $3.09 Million

Others Institutions Holding FVD

# of Institutions

638

Shares Held

142M

Call Options Held

Put Options Held

823

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Mc Kinley Carter Wealth Services, Inc. First Tr Value Line Divid Inde Transaction History