Hldgs shares owned by Apella Capital
Historical chart of Apella Capital investment in Hldgs
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All positions including Hldgs held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 37k | 55.74 |
| 2024-06-30 | $1.6M | 35k | 47.20 |
| 2024-03-31 | $1.3M | 31k | 43.44 |
| 2023-12-31 | $1.2M | 31k | 40.47 |
| 2023-09-30 | $1.3M | 31k | 42.30 |
| 2023-06-30 | $1.7M | 31k | 54.87 |
| 2022-12-31 | $1.2M | 31k | 37.70 |
| 2022-09-30 | $880k | 27k | 32.53 |
| 2022-06-30 | $958k | 27k | 35.41 |
| 2022-03-31 | $1.3M | 27k | 46.36 |
| 2021-09-30 | $1.2M | 23k | 50.89 |
| 2021-06-30 | $1.2M | 22k | 52.31 |