Aegis Financial’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
276,529
+74,798
| +37% | +$3.45M | 7.51% | 5 |
|
|
2025
Q1 | $8.53M | Buy |
+201,731
| New | +$8.53M | 7.28% | 5 |
|
|
2024
Q1 | – | Sell |
-77,173
| Closed | -$5.56M | – | 30 |
|
|
2023
Q4 | $5.56M | Hold |
77,173
| – | – | 3.37% | 12 |
|
|
2023
Q3 | $5.48M | Sell |
77,173
-53,028
| -41% | -$3.77M | 3.34% | 10 |
|
|
2023
Q2 | $7.22M | Hold |
130,201
| – | – | 5.02% | 7 |
|
|
2023
Q1 | $5.74M | Buy |
130,201
+1,555
| +1% | +$68.5K | 4.45% | 7 |
|
|
2022
Q4 | $4.74M | Buy |
+128,646
| New | +$4.74M | 4.18% | 7 |
|