Oberweis Asset Management’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,000
| Closed | -$696K | – | 210 |
|
|
2024
Q1 | $696K | Sell |
23,000
-10,000
| -30% | -$303K | 0.05% | 175 |
|
|
2023
Q4 | $1.24M | Sell |
33,000
-5,000
| -13% | -$187K | 0.12% | 171 |
|
|
2023
Q3 | $1.35M | Buy |
38,000
+5,000
| +15% | +$178K | 0.14% | 169 |
|
|
2023
Q2 | $1.16M | Buy |
+33,000
| New | +$1.16M | 0.14% | 154 |
|
|
2021
Q3 | – | Sell |
-55,000
| Closed | -$1.92M | – | 169 |
|
|
2021
Q2 | $1.92M | Buy |
+55,000
| New | +$1.92M | 0.42% | 38 |
|
|
2020
Q4 | – | Sell |
-30,500
| Closed | -$530K | – | 145 |
|
|
2020
Q3 | $530K | Buy |
+30,500
| New | +$530K | 0.18% | 80 |
|