HIM
Herald Investment Management’s Climb Global Solutions CLMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
45,000
+5,000
| +13% | +$535K | 0.71% | 35 |
|
|
2025
Q1 | $4.41M | Hold |
40,000
| – | – | 0.83% | 31 |
|
|
2024
Q4 | $5.05M | Hold |
40,000
| – | – | 0.83% | 37 |
|
|
2024
Q3 | $3.96M | Hold |
40,000
| – | – | 0.68% | 40 |
|
|
2024
Q2 | $2.45M | Buy |
40,000
+1,159
| +3% | +$70.9K | 0.4% | 62 |
|
|
2024
Q1 | $2.68M | Buy |
38,841
+3,841
| +11% | +$265K | 0.43% | 56 |
|
|
2023
Q4 | $1.92M | Hold |
35,000
| – | – | 0.37% | 64 |
|
|
2023
Q3 | $1.51M | Buy |
35,000
+15,331
| +78% | +$659K | 0.32% | 76 |
|
|
2023
Q2 | $938K | Hold |
19,669
| – | – | 0.18% | 87 |
|
|
2023
Q1 | $1.04M | Buy |
+19,669
| New | +$1.04M | 0.23% | 82 |
|