O'Shaughnessy Asset Management’s Noah Holdings NOAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $386K | Buy |
32,329
+3,697
| +13% | +$44.1K | ﹤0.01% | 1514 |
|
2025
Q1 | $271K | Sell |
28,632
-5,641
| -16% | -$53.3K | ﹤0.01% | 1643 |
|
2024
Q4 | $401K | Buy |
34,273
+21,464
| +168% | +$251K | ﹤0.01% | 1377 |
|
2024
Q3 | $175K | Buy |
+12,809
| New | +$175K | ﹤0.01% | 1709 |
|
2021
Q4 | – | Sell |
-50
| Closed | -$2K | – | 2037 |
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2496 |
|
2016
Q2 | – | Sell |
-5,448
| Closed | -$139K | – | 983 |
|
2016
Q1 | $139K | Sell |
5,448
-2,399
| -31% | -$61.2K | ﹤0.01% | 510 |
|
2015
Q4 | $219K | Sell |
7,847
-3,327
| -30% | -$92.9K | 0.01% | 461 |
|
2015
Q3 | $262K | Hold |
11,174
| – | – | 0.01% | 454 |
|
2015
Q2 | $338K | Buy |
+11,174
| New | +$338K | 0.01% | 428 |
|