OCM
Osterweis Capital Management’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,021
| Closed | -$125K | – | 215 |
|
|
2023
Q1 | $125K | Hold |
15,021
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $195K | Hold |
15,021
| – | – | 0.01% | 136 |
|
|
2022
Q3 | $170K | Hold |
15,021
| – | – | 0.01% | 132 |
|
|
2022
Q2 | $161K | Hold |
15,021
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $169K | Hold |
15,021
| – | – | 0.01% | 145 |
|
|
2021
Q4 | $179K | Hold |
15,021
| – | – | 0.01% | 145 |
|
|
2021
Q3 | $175K | Hold |
15,021
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $167K | Hold |
15,021
| – | – | 0.01% | 142 |
|
|
2021
Q1 | $184K | Hold |
15,021
| – | – | 0.01% | 133 |
|
|
2020
Q4 | $133K | Buy |
+15,021
| New | +$133K | 0.01% | 127 |
|