Bourgeon Capital Management’s Limbach Holdings LMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
8,583
-2,440
| -22% | -$342K | 0.24% | 55 |
|
|
2025
Q1 | $821K | Sell |
11,023
-1,200
| -10% | -$89.4K | 0.18% | 64 |
|
|
2024
Q4 | $1.05M | Hold |
12,223
| – | – | 0.2% | 62 |
|
|
2024
Q3 | $926K | Sell |
12,223
-1,260
| -9% | -$95.5K | 0.18% | 65 |
|
|
2024
Q2 | $768K | Hold |
13,483
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $558K | Sell |
13,483
-1,000
| -7% | -$41.4K | 0.11% | 79 |
|
|
2023
Q4 | $659K | Sell |
14,483
-2,500
| -15% | -$114K | 0.15% | 69 |
|
|
2023
Q3 | $539K | Hold |
16,983
| – | – | 0.13% | 69 |
|
|
2023
Q2 | $420K | Hold |
16,983
| – | – | 0.1% | 78 |
|
|
2023
Q1 | $294K | Hold |
16,983
| – | – | 0.07% | 85 |
|
|
2022
Q4 | $177K | Hold |
16,983
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $129K | Hold |
16,983
| – | – | 0.04% | 100 |
|
|
2022
Q2 | $91K | Hold |
16,983
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $118K | Hold |
16,983
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $153K | Hold |
16,983
| – | – | 0.03% | 112 |
|
|
2021
Q3 | $112K | Hold |
16,983
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $157K | Hold |
16,983
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $179K | Buy |
+16,983
| New | +$179K | 0.04% | 118 |
|