HIM
Herald Investment Management’s Ooma OOMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Hold |
260,000
| – | – | 0.5% | 55 |
|
|
2025
Q1 | $3.4M | Hold |
260,000
| – | – | 0.64% | 42 |
|
|
2024
Q4 | $3.65M | Hold |
260,000
| – | – | 0.6% | 46 |
|
|
2024
Q3 | $2.96M | Hold |
260,000
| – | – | 0.51% | 48 |
|
|
2024
Q2 | $2.56M | Hold |
260,000
| – | – | 0.42% | 58 |
|
|
2024
Q1 | $2.21M | Hold |
260,000
| – | – | 0.36% | 65 |
|
|
2023
Q4 | $2.79M | Hold |
260,000
| – | – | 0.53% | 49 |
|
|
2023
Q3 | $3.37M | Buy |
260,000
+34,600
| +15% | +$449K | 0.72% | 39 |
|
|
2023
Q2 | $3.37M | Hold |
225,400
| – | – | 0.65% | 43 |
|
|
2023
Q1 | $2.82M | Hold |
225,400
| – | – | 0.63% | 48 |
|
|
2022
Q4 | $3.07M | Hold |
225,400
| – | – | 0.75% | 40 |
|
|
2022
Q3 | $2.77M | Hold |
225,400
| – | – | 0.68% | 46 |
|
|
2022
Q2 | $2.67M | Hold |
225,400
| – | – | 0.62% | 52 |
|
|
2022
Q1 | $3.37M | Hold |
225,400
| – | – | 0.61% | 49 |
|
|
2021
Q4 | $4.6M | Hold |
225,400
| – | – | 0.75% | 40 |
|
|
2021
Q3 | $4.19M | Hold |
225,400
| – | – | 0.69% | 41 |
|
|
2021
Q2 | $4.25M | Hold |
225,400
| – | – | 0.69% | 47 |
|
|
2021
Q1 | $3.57M | Hold |
225,400
| – | – | 0.62% | 52 |
|
|
2020
Q4 | $3.25M | Hold |
225,400
| – | – | 0.58% | 46 |
|
|
2020
Q3 | $2.94M | Hold |
225,400
| – | – | 0.63% | 45 |
|
|
2020
Q2 | $3.71M | Buy |
225,400
+81,400
| +57% | +$1.34M | 0.87% | 35 |
|
|
2020
Q1 | $1.71M | Buy |
+144,000
| New | +$1.71M | 0.52% | 45 |
|