Needham Investment Management’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
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|
2025
Q1 | $6.56M | Hold |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $7.01M | Buy |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $8.57M | Buy |
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|
2023
Q4 | $7.11M | Buy |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.47M | Hold |
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|
2023
Q1 | $2.74M | Hold |
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|
2022
Q4 | $3M | Hold |
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|
2022
Q3 | $3.91M | Hold |
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|
2022
Q2 | $2.04M | Hold |
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|
2022
Q1 | $2.59M | Hold |
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|
2021
Q4 | $6.87M | Sell |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $3.25M | Hold |
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|
2021
Q1 | $1.65M | Hold |
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|
2020
Q4 | $1.26M | Buy |
|