Baldwin Wealth Partners’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
3,416
-757
| -18% | -$188K | 0.06% | 108 |
|
|
2025
Q1 | $992K | Sell |
4,173
-1,065
| -20% | -$253K | 0.07% | 100 |
|
|
2024
Q4 | $1.33M | Sell |
5,238
-866
| -14% | -$220K | 0.09% | 95 |
|
|
2024
Q3 | $1.49M | Sell |
6,104
-125
| -2% | -$30.4K | 0.1% | 103 |
|
|
2024
Q2 | $1.11M | Sell |
6,229
-395
| -6% | -$70.7K | 0.09% | 97 |
|
|
2024
Q1 | $1.16M | Sell |
6,624
-355
| -5% | -$61.9K | 0.09% | 103 |
|
|
2023
Q4 | $1.36M | Sell |
6,979
-1,323
| -16% | -$257K | 0.11% | 94 |
|
|
2023
Q3 | $1.55M | Sell |
8,302
-120
| -1% | -$22.4K | 0.13% | 90 |
|
|
2023
Q2 | $1.8M | Sell |
8,422
-883
| -9% | -$188K | 0.15% | 91 |
|
|
2023
Q1 | $2.17M | Buy |
9,305
+331
| +4% | +$77.3K | 0.19% | 89 |
|
|
2022
Q4 | $2.48M | Buy |
+8,974
| New | +$2.48M | 0.22% | 87 |
|