Edmond de Rothschild Holding’s OR Royalties Inc OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.1M | Buy |
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|
2025
Q2 | $2.83M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $808K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $856K | Sell |
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|
2023
Q3 | $950K | Hold |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $614K | Hold |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $782K | Hold |
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|
2021
Q2 | $960K | Hold |
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|
2021
Q1 | $768K | Hold |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $892K | Hold |
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|
2020
Q1 | $663K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $61K | Hold |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $377K | Buy |
|