Perennial Investment Advisors’s Harley-Davidson HOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,000
Closed -$202K 461
2025
Q1
$202K Hold
8,000
0.02% 411
2024
Q4
$241K Hold
8,000
0.03% 349
2024
Q3
$308K Hold
8,000
0.04% 281
2024
Q2
$268K Hold
8,000
0.04% 290
2024
Q1
$350K Hold
8,000
0.05% 231
2023
Q4
$295K Hold
8,000
0.05% 247
2023
Q3
$264K Hold
8,000
0.05% 250
2023
Q2
$282K Sell
8,000
-259
-3% -$9.12K 0.05% 249
2023
Q1
$314K Buy
+8,259
New +$314K 0.06% 230