Paul Damon & Associates, Inc. First Tr Value Line Divid Inde Transaction History

Paul Damon & Associates, Inc.

$191 Billion
Q2 2025

A detailed history of Paul Damon & Associates, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 106,275 shares of FVD stock, worth $4.84 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

106,275

Previous 107,359 1.01%

Holding current value

$4.84 Million

Previous $4.79 Billion 0.77%

% of portfolio

2.49%

Previous 2.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$40.62 - $45.12 $44,032 - $48,910	-1,084 Reduced 1.01%	106,275 $4.75 Billion
Q1 2025 Apr 29, 2025	SELL	$42.61 - $45.51 $22,242 - $23,756	-522 Reduced 0.48%	107,359 $4.79 Billion
Q4 2024 Jan 29, 2025	SELL	$43.4 - $46.7 $105,809 - $113,854	-2,438 Reduced 2.21%	107,881 $4.71 Billion
Q3 2024 Nov 12, 2024	SELL	$40.45 - $45.49 $115,687 - $130,101	-2,860 Reduced 2.53%	110,319 $5.02 Billion
Q2 2024 Jul 17, 2024	SELL	$39.94 - $42.43 $243,673 - $258,865	-6,101 Reduced 5.11%	113,179 $4.61 Billion
Q1 2024 Apr 22, 2024	SELL	$39.94 - $42.23 $336,015 - $355,280	-8,413 Reduced 6.59%	119,280 $5.04 Billion
Q4 2023 Jan 31, 2024	SELL	$36.09 - $40.63 $2.57 Million - $2.89 Million	-71,136 Reduced 35.78%	127,693 $5.18 Billion
Q3 2023 Oct 25, 2023	SELL	$37.39 - $41.11 $377,676 - $415,252	-10,101 Reduced 4.83%	198,829 $7.43 Billion
Q2 2023 Jul 24, 2023	SELL	$38.66 - $40.72 $7,306 - $7,696	-189 Reduced 0.09%	208,930 $8.38 Billion
Q1 2023 May 15, 2023	SELL	$38.43 - $41.37 $1.33 Million - $1.43 Million	-34,656 Reduced 14.22%	209,119 $8.4 Billion
Q4 2022 Feb 07, 2023	BUY	$35.61 - $41.46 $8.68 Million - $10.1 Million	243,775 New	243,775 $9.73 Billion

Others Institutions Holding FVD

# of Institutions

632

Shares Held

140M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Paul Damon & Associates, Inc. First Tr Value Line Divid Inde Transaction History