Beaton Management Co. Inc. First Tr Value Line Divid Inde Transaction History

Beaton Management Co. Inc.

  • $220 Million
  • Q3 2025

A detailed history of Beaton Management Co. Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beaton Management Co. Inc. holds 7,294 shares of FVD stock, worth $334,867. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,294
Previous 7,294 -0.0%
Holding current value
$334,867
Previous $326,000 3.37%
% of portfolio
0.15%
Previous 0.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$40.62 - $45.12 $1,015 - $1,128
-25 Reduced 0.34%
7,294 $326,000
Q4 2024

Jan 31, 2025
SELL
$43.4 - $46.7 $260 - $280
-6 Reduced 0.08%
7,319 $319,000
Q3 2024

Nov 06, 2024
SELL
$40.45 - $45.49 $404 - $454
-10 Reduced 0.14%
7,325 $333,000
Q1 2024

May 10, 2024
SELL
$39.94 - $42.23 $5,991 - $6,334
-150 Reduced 2.0%
7,335 $310,000
Q4 2023

Feb 09, 2024
SELL
$36.09 - $40.63 $721 - $812
-20 Reduced 0.27%
7,485 $304,000
Q2 2023

Jul 21, 2023
SELL
$38.66 - $40.72 $9,665 - $10,180
-250 Reduced 3.22%
7,505 $301,000
Q1 2023

May 12, 2023
BUY
$38.43 - $41.37 $9,607 - $10,342
250 Added 3.33%
7,755 $311,000
Q4 2022

Feb 14, 2023
SELL
$35.61 - $41.46 $534 - $621
-15 Reduced 0.2%
7,505 $300,000
Q3 2022

Nov 14, 2022
SELL
$35.79 - $42.23 $7,158 - $8,446
-200 Reduced 2.59%
7,520 $269,000
Q1 2022

May 13, 2022
BUY
$39.95 - $43.09 $11,585 - $12,496
290 Added 3.9%
7,720 $327,000
Q4 2021

Feb 03, 2022
BUY
$39.46 - $43.04 $7,892 - $8,608
200 Added 2.77%
7,430 $320,000
Q3 2020

Nov 13, 2020
SELL
$29.87 - $32.88 $8,961 - $9,864
-300 Reduced 3.98%
7,230 $227,000
Q2 2020

Aug 14, 2020
BUY
$26.27 - $33.19 $197,813 - $249,920
7,530 New
7,530 $228,000
Q1 2020

May 15, 2020
SELL
$23.88 - $36.88 $171,458 - $264,798
-7,180 Closed
0 $0
Q4 2019

Feb 07, 2020
SELL
$33.78 - $36.07 $10,134 - $10,821
-300 Reduced 4.01%
7,180 $259,000
Q2 2019

Aug 15, 2019
BUY
$32.21 - $34.04 $12,884 - $13,616
400 Added 5.65%
7,480 $252,000
Q4 2018

Feb 14, 2019
SELL
$27.8 - $31.88 $13,900 - $15,940
-500 Reduced 6.6%
7,080 $206,000
Q2 2018

Aug 15, 2018
SELL
$29.35 - $30.57 $1,027 - $1,069
-35 Reduced 0.46%
7,580 $230,000
Q1 2018

May 15, 2018
SELL
$29.04 - $31.85 $11,616 - $12,740
-400 Reduced 4.99%
7,615 $228,000
Q3 2017

Nov 09, 2017
BUY
$29.69 - $29.75 $11,579 - $11,602
390 Added 5.11%
8,015 $238,000
Q2 2017

Aug 17, 2017
BUY
N/A
7,625
7,625 $223,000

Others Institutions Holding FVD

# of Institutions
659
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Beaton Management Co. Inc. Portfolio

Follow Beaton Management Co. Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaton Management Co. Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beaton Management Co. Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email