Herald Investment Management’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Hold |
700,000
| – | – | 2% | 12 |
|
|
2025
Q1 | $10.1M | Hold |
700,000
| – | – | 1.9% | 15 |
|
|
2024
Q4 | $11.5M | Hold |
700,000
| – | – | 1.89% | 13 |
|
|
2024
Q3 | $8.23M | Hold |
700,000
| – | – | 1.42% | 20 |
|
|
2024
Q2 | $7.29M | Hold |
700,000
| – | – | 1.2% | 21 |
|
|
2024
Q1 | $5.53M | Buy |
700,000
+275,000
| +65% | +$2.17M | 0.9% | 29 |
|
|
2023
Q4 | $3.49M | Hold |
425,000
| – | – | 0.67% | 40 |
|
|
2023
Q3 | $2.85M | Buy |
425,000
+71,993
| +20% | +$482K | 0.61% | 46 |
|
|
2023
Q2 | $2.03M | Hold |
353,007
| – | – | 0.39% | 64 |
|
|
2023
Q1 | $1.45M | Hold |
353,007
| – | – | 0.32% | 73 |
|
|
2022
Q4 | $1.45M | Hold |
353,007
| – | – | 0.36% | 71 |
|
|
2022
Q3 | $1.42M | Hold |
353,007
| – | – | 0.35% | 77 |
|
|
2022
Q2 | $1.53M | Hold |
353,007
| – | – | 0.35% | 75 |
|
|
2022
Q1 | $1.85M | Buy |
+353,007
| New | +$1.85M | 0.34% | 78 |
|