Balanced Rock Investment Advisors’s Heidrick & Struggles HSII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
6,748
-1,429
| -17% | -$65.4K | 0.24% | 80 |
|
|
2025
Q1 | $350K | Sell |
8,177
-26
| -0.3% | -$1.11K | 0.28% | 69 |
|
|
2024
Q4 | $363K | Sell |
8,203
-2,059
| -20% | -$91.2K | 0.29% | 67 |
|
|
2024
Q3 | $399K | Sell |
10,262
-216
| -2% | -$8.39K | 0.31% | 65 |
|
|
2024
Q2 | $331K | Sell |
10,478
-36
| -0.3% | -$1.14K | 0.28% | 65 |
|
|
2024
Q1 | $354K | Sell |
10,514
-701
| -6% | -$23.6K | 0.3% | 65 |
|
|
2023
Q4 | $331K | Buy |
+11,215
| New | +$331K | 0.29% | 74 |
|