AMH Equity’s Twin Disc TWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.1M Sell
464,000
-66,086
-12% -$584K 5.38% 4
2025
Q1
$4.01M Sell
530,086
-183,600
-26% -$1.39M 6.05% 4
2024
Q4
$8.39M Sell
713,686
-22,917
-3% -$269K 8.26% 3
2024
Q3
$9.2M Hold
736,603
11.67% 1
2024
Q2
$8.68M Buy
736,603
+36,603
+5% +$431K 11.5% 1
2024
Q1
$11.6M Sell
700,000
-49,983
-7% -$826K 11.35% 1
2023
Q4
$12.1M Sell
749,983
-55,520
-7% -$897K 10.88% 1
2023
Q3
$11.1M Sell
805,503
-19,997
-2% -$274K 12.15% 1
2023
Q2
$9.3M Buy
825,500
+109,884
+15% +$1.24M 10.62% 3
2023
Q1
$6.82M Hold
715,616
7.81% 4
2022
Q4
$6.96M Buy
715,616
+38,224
+6% +$372K 10.32% 2
2022
Q3
$7.77M Hold
677,392
11.73% 1
2022
Q2
$6.14M Sell
677,392
-1,943
-0.3% -$17.6K 10.59% 2
2022
Q1
$11.3M Hold
679,335
11.72% 1
2021
Q4
$7.45M Buy
+679,335
New +$7.45M 10.35% 2