Williams & Novak’s TruBridge TBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,847
| Closed | -$213K | – | 151 |
|
|
2025
Q1 | $213K | Sell |
7,847
-5,873
| -43% | -$160K | 0.21% | 93 |
|
|
2024
Q4 | $271K | Sell |
13,720
-5,830
| -30% | -$115K | 0.26% | 86 |
|
|
2024
Q3 | $234K | Sell |
19,550
-12,885
| -40% | -$154K | 0.22% | 96 |
|
|
2024
Q2 | $324K | Buy |
32,435
+11,840
| +57% | +$118K | 0.3% | 77 |
|
|
2024
Q1 | $231K | Hold |
20,595
| – | – | 0.26% | 73 |
|
|
2023
Q4 | $231K | Buy |
+20,595
| New | +$231K | 0.26% | 73 |
|