A detailed history of Palumbo Wealth Management LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,735 shares of FDS stock, worth $1.32 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,744 0.33%
Holding current value
$1.32 Million
Previous $1.12 Million 12.23%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Oct 28, 2024

SELL
$397.04 - $469.48 $3,573 - $4,225
-9 Reduced 0.33%
2,735 $1.26 Million
Q2 2024

Aug 02, 2024

BUY
$394.89 - $452.48 $211,266 - $242,076
535 Added 24.22%
2,744 $1.12 Million
Q1 2024

Apr 15, 2024

BUY
$443.86 - $487.9 $95,429 - $104,898
215 Added 10.78%
2,209 $1 Million
Q4 2023

Jan 22, 2024

BUY
$420.42 - $477.05 $50,870 - $57,723
121 Added 6.46%
1,994 $951,000
Q3 2023

Oct 16, 2023

BUY
$387.57 - $441.86 $70,537 - $80,418
182 Added 10.76%
1,873 $818,000
Q2 2023

Jul 26, 2023

BUY
$384.58 - $423.34 $650,324 - $715,867
1,691 New
1,691 $677,000

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 $18.4B
  • 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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