Heron Bay Capital Management’s MSCI MSCI Stock Holding History

Heron Bay Capital Management’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.71M	Buy
2025 Q1	$6.57M	Buy
2024 Q4	$6.96M	Buy
2024 Q3	$6.71M	Sell
2024 Q2	$5.95M	Buy