Punch & Associates Investment Management’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.11M | Buy |
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|
2025
Q2 | $5.45M | Sell |
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|
2025
Q1 | $5.35M | Sell |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $6.24M | Hold |
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|
2024
Q1 | $6.69M | Sell |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $8.62M | Buy |
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|
2023
Q2 | $8.83M | Buy |
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|
2023
Q1 | $6.98M | Sell |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $4.2M | Buy |
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|
2022
Q2 | $3.68M | Hold |
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|
2022
Q1 | $3.32M | Buy |
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|
2021
Q4 | $4.46M | Buy |
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|
2021
Q3 | $4.51M | Buy |
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|
2021
Q2 | $5.68M | Buy |
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|
2021
Q1 | $6.4M | Buy |
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|
2020
Q4 | $5.74M | Buy |
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|
2020
Q3 | $463K | Buy |
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