FIDELITY BALANCED - EQUITY FUNDS

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q2 2024
45.7K
Holdings value Q2 2024
$1.35M
Value change Q2 2024
+$206K
Grand Portfolio weight change Q2 2024
+0%
Number of holders
4
Number of buys Q2 2024
3
Number of sells Q2 2024
-1
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 29.3K $903K -$4.01K $30.81 1
2024 Q2 45.7K $1.35M +$206K $29.55 4
2024 Q1 38.7K $1.12M -$92.8K $28.86 3
2023 Q4 42.2K $1.14M -$16.5M $26.93 4
2023 Q3 693K $17.4M +$16.7M $25.16 4
2023 Q2 29.2K $761K +$2.65K $26.02 1
2023 Q1 29.1K $718K -$8.08K $24.63 1
2022 Q4 29.5K $676K +$47.8K $22.93 1
2022 Q3 27.4K $644K -$1.43M $23.51 1
2022 Q2 85.1K $2.11M +$1.46M $24.84 2
2022 Q1 26.5K $765K -$55.4K $28.88 1
2021 Q4 28.3K $860K +$128K $30.29 2
2021 Q3 24.1K $752K -$623K $31.22 1
2021 Q2 44K $1.38M +$382K $31.35 3
2021 Q1 32.3K $953K -$163K $29.53 2
2020 Q4 37.8K $1.07M -$173K $28.29 2
2020 Q3 44.3K $1.19M +$482K $26.79 3
2020 Q2 26.3K $656K -$61.4K $24.94 1
2020 Q1 28.8K $613K -$8.97K $22.55 2
2019 Q4 29.2K $718K -$199K $24.24 2
2019 Q3 29.2K $693K -$180K $23.28 2
2019 Q2 45.4K $1.07M +$187K $23.60 4
2019 Q1 38.6K $887K -$891K $22.84 3
2018 Q4 103K $2.14M -$42.4K $20.66 6
2018 Q3 95K $2.4M +$1.16M $25.28 4
2018 Q2 50.4K $1.23M +$50.7K $24.42 3
2018 Q1 48.4K $1.15M $0 $23.64 4
2017 Q4 48.4K $1.15M -$177K $23.62 4
2017 Q3 55.5K $1.34M +$70.8K $24.55 5
2017 Q2 52.6K $1.23M -$255K $23.81 4
2017 Q1 64.4K $1.47M +$191K $23.23 6
2016 Q4 56.2K $1.21M +$571K $22.01 5
2016 Q3 29.1K $650K +$8.42K $22.35 2
2016 Q2 28.7K $621K -$147K $21.63 2
2016 Q1 35.7K $758K $0 $21.24 3
2015 Q4 35.7K $758K -$247K $21.24 3
2015 Q3 47.1K $1.02M +$216K $21.77 5
2015 Q2 37.1K $863K -$230K $23.24 3
2015 Q1 47K $1.1M +$173K $23.29 4
2014 Q4 39.6K $902K +$41.5K $22.79 3
2014 Q3 37.8K $911K +$80.4K $24.13 3
2014 Q2 34.4K $828K +$386K $24.06 3
2014 Q1 18.4K $426K $0 $23.19 2