DOYLE WEALTH MANAGEMENT – FactSet Research Systems Inc. Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$1.19M
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
+4.04%
quarter
FactSet Research Systems Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 1 shares | 46K | $400.11 | 2.98K |
| Q2 2022 | share | Decrease | -6.99% | -224 shares | -245K | $384.57 | 2.97K |
| Q1 2022 | share | Increase | +9.06% | 266 shares | -36K | $434.15 | 3.20K |
| Q4 2021 | share | Increase | +0.03% | 1 shares | 268K | $484.74 | 2.93K |
| Q3 2021 | share | Decrease | -0.27% | -8 shares | 171K | $394.09 | 2.93K |
| Q2 2021 | share | Decrease | -2.42% | -73 shares | 57K | $334.3 | 2.94K |
| Q1 2021 | share | Increase | +0.03% | 1 shares | -72K | $306.63 | 3.01K |
| Q4 2020 | share | Increase | +4.72% | 136 shares | 38K | $329.53 | 3.01K |
| Q3 2020 | share | Decrease | -3.42% | -102 shares | -14K | $331.1 | 2.88K |
| Q2 2020 | share | Decrease | -2.20% | -67 shares | 184K | $324.05 | 2.98K |
| Q1 2020 | share | Decrease | -17.86% | -663 shares | -201K | $256.52 | 3.04K |
| Q4 2019 | share | Increase | +0.03% | 1 shares | 94K | $263.34 | 3.71K |
| Q3 2019 | share | Increase | +0.08% | 3 shares | -161K | $237.82 | 3.71K |
| Q2 2019 | share | Decrease | -7.49% | -300 shares | -62K | $279.75 | 3.70K |
| Q1 2019 | share | Decrease | -2.91% | -120 shares | 299K | $241.74 | 4.00K |
| Q4 2018 | share | Decrease | -6.39% | -282 shares | -161K | $194.34 | 4.12K |
| Q3 2018 | share | Increase | +0.07% | 3 shares | 114K | $216.64 | 4.41K |
| Q2 2018 | share | Decrease | -4.40% | -203 shares | -46K | $191.3 | 4.40K |
| Q1 2018 | share | Decrease | -1.96% | -92 shares | 13K | $191.96 | 4.61K |
| Q4 2017 | share | Increase | +0.09% | 4 shares | 60K | $185.05 | 4.70K |
| Q3 2017 | share | Decrease | -5.34% | -265 shares | 21K | $172.42 | 4.69K |
| Q2 2017 | share | Increase | +11.30% | 504 shares | 90K | $158.51 | 4.96K |
| Q1 2017 | share | Increase | 0.00% | 4.45K shares | 735K | $156.76 | 4.45K |