Oberweis Asset Management’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-609,400
| Closed | -$15.8M | – | 211 |
|
|
2025
Q1 | $15.8M | Hold |
609,400
| – | – | 0.79% | 46 |
|
|
2024
Q4 | $16.2M | Buy |
609,400
+30,000
| +5% | +$799K | 0.77% | 46 |
|
|
2024
Q3 | $19.2M | Buy |
579,400
+56,200
| +11% | +$1.86M | 0.98% | 23 |
|
|
2024
Q2 | $9.79M | Buy |
523,200
+22,700
| +5% | +$425K | 0.6% | 59 |
|
|
2024
Q1 | $10.6M | Buy |
500,500
+197,000
| +65% | +$4.19M | 0.77% | 51 |
|
|
2023
Q4 | $6.27M | Buy |
+303,500
| New | +$6.27M | 0.58% | 61 |
|