Oppenheimer Asset Management’s Certara CERT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Sell
174,787
-46,763
-21% -$547K 0.02% 544
2025
Q1
$2.19M Buy
221,550
+44,270
+25% +$438K 0.03% 495
2024
Q4
$1.89M Sell
177,280
-33,944
-16% -$362K 0.02% 551
2024
Q3
$2.47M Buy
211,224
+13,500
+7% +$158K 0.03% 484
2024
Q2
$2.74M Buy
197,724
+61,980
+46% +$858K 0.04% 445
2024
Q1
$2.43M Sell
135,744
-2,159
-2% -$38.6K 0.04% 434
2023
Q4
$2.43M Buy
137,903
+4,806
+4% +$84.5K 0.03% 461
2023
Q3
$1.94M Buy
133,097
+11,643
+10% +$169K 0.03% 503
2023
Q2
$2.21M Sell
121,454
-88,910
-42% -$1.62M 0.03% 474
2023
Q1
$5.07M Buy
210,364
+10,750
+5% +$259K 0.08% 275
2022
Q4
$3.21M Sell
199,614
-17,560
-8% -$282K 0.05% 363
2022
Q3
$2.88M Sell
217,174
-4,375
-2% -$58.1K 0.05% 363
2022
Q2
$4.75M Sell
221,549
-9,830
-4% -$211K 0.08% 266
2022
Q1
$4.97M Buy
231,379
+16,167
+8% +$347K 0.07% 294
2021
Q4
$6.12M Buy
215,212
+114,353
+113% +$3.25M 0.08% 266
2021
Q3
$3.34M Buy
+100,859
New +$3.34M 0.05% 386