Bard Associates’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
24,070
-500
| -2% | -$4.55K | 0.07% | 147 |
|
|
2025
Q1 | $246K | Sell |
24,570
-700
| -3% | -$7.02K | 0.09% | 146 |
|
|
2024
Q4 | $257K | Sell |
25,270
-7,200
| -22% | -$73.2K | 0.09% | 147 |
|
|
2024
Q3 | $388K | Sell |
32,470
-250
| -0.8% | -$2.99K | 0.13% | 136 |
|
|
2024
Q2 | $414K | Sell |
32,720
-1,400
| -4% | -$17.7K | 0.16% | 125 |
|
|
2024
Q1 | $436K | Hold |
34,120
| – | – | 0.16% | 127 |
|
|
2023
Q4 | $433K | Buy |
34,120
+565
| +2% | +$7.16K | 0.16% | 127 |
|
|
2023
Q3 | $441K | Hold |
33,555
| – | – | 0.18% | 123 |
|
|
2023
Q2 | $443K | Buy |
33,555
+800
| +2% | +$10.6K | 0.17% | 123 |
|
|
2023
Q1 | $424K | Hold |
32,755
| – | – | 0.18% | 120 |
|
|
2022
Q4 | $439K | Sell |
32,755
-550
| -2% | -$7.37K | 0.19% | 117 |
|
|
2022
Q3 | $381K | Buy |
33,305
+1,765
| +6% | +$20.2K | 0.17% | 122 |
|
|
2022
Q2 | $425K | Hold |
31,540
| – | – | 0.18% | 118 |
|
|
2022
Q1 | $476K | Hold |
31,540
| – | – | 0.17% | 132 |
|
|
2021
Q4 | $489K | Buy |
31,540
+8,089
| +34% | +$125K | 0.16% | 133 |
|
|
2021
Q3 | $357K | Hold |
23,451
| – | – | 0.12% | 140 |
|
|
2021
Q2 | $349K | Buy |
+23,451
| New | +$349K | 0.11% | 137 |
|