Herald Investment Management’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
347,873
+47,873
| +16% | +$795K | 0.86% | 27 |
|
|
2025
Q1 | $4.23M | Hold |
300,000
| – | – | 0.79% | 33 |
|
|
2024
Q4 | $5.62M | Hold |
300,000
| – | – | 0.92% | 34 |
|
|
2024
Q3 | $5.96M | Hold |
300,000
| – | – | 1.03% | 29 |
|
|
2024
Q2 | $4.8M | Hold |
300,000
| – | – | 0.79% | 35 |
|
|
2024
Q1 | $4.86M | Buy |
300,000
+75,000
| +33% | +$1.22M | 0.79% | 34 |
|
|
2023
Q4 | $3.73M | Hold |
225,000
| – | – | 0.71% | 38 |
|
|
2023
Q3 | $3.1M | Buy |
225,000
+50,000
| +29% | +$689K | 0.66% | 43 |
|
|
2023
Q2 | $2.7M | Buy |
+175,000
| New | +$2.7M | 0.52% | 51 |
|