BAM
Bosun Asset Management’s Dave Inc DAVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
11,480
-6,796
| -37% | -$1.82M | 0.92% | 16 |
|
|
2025
Q1 | $1.51M | Sell |
18,276
-6,315
| -26% | -$522K | 0.65% | 32 |
|
|
2024
Q4 | $2.14M | Buy |
24,591
+14,166
| +136% | +$1.23M | 0.93% | 24 |
|
|
2024
Q3 | $417K | Buy |
10,425
+2,460
| +31% | +$98.3K | 0.2% | 125 |
|
|
2024
Q2 | $241K | Buy |
+7,965
| New | +$241K | 0.14% | 136 |
|