Baldwin Wealth Partners’s Hims & Hers Health HIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
25,261
+3,390
| +15% | +$169K | 0.09% | 93 |
|
|
2025
Q1 | $646K | Buy |
21,871
+12,314
| +129% | +$364K | 0.05% | 123 |
|
|
2024
Q4 | $231K | Sell |
9,557
-924
| -9% | -$22.3K | 0.02% | 212 |
|
|
2024
Q3 | $193K | Sell |
10,481
-53
| -0.5% | -$976 | 0.01% | 332 |
|
|
2024
Q2 | $213K | Sell |
10,534
-11,594
| -52% | -$234K | 0.02% | 194 |
|
|
2024
Q1 | $342K | Hold |
22,128
| – | – | 0.03% | 173 |
|
|
2023
Q4 | $197K | Buy |
22,128
+3,215
| +17% | +$28.6K | 0.02% | 212 |
|
|
2023
Q3 | $119K | Hold |
18,913
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $178K | Sell |
18,913
-8,692
| -31% | -$81.7K | 0.01% | 247 |
|
|
2023
Q1 | $274K | Hold |
27,605
| – | – | 0.02% | 209 |
|
|
2022
Q4 | $177K | Hold |
27,605
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $154K | Hold |
27,605
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $125K | Hold |
27,605
| – | – | 0.02% | 232 |
|
|
2022
Q1 | $147K | Buy |
27,605
+4,889
| +22% | +$26K | 0.02% | 236 |
|
|
2021
Q4 | $149K | Hold |
22,716
| – | – | 0.01% | 224 |
|
|
2021
Q3 | $171K | Buy |
22,716
+10,054
| +79% | +$75.7K | 0.02% | 212 |
|
|
2021
Q2 | $138K | Buy |
12,662
+9,629
| +317% | +$105K | 0.02% | 239 |
|
|
2021
Q1 | $40K | Buy |
3,033
+1,375
| +83% | +$18.1K | ﹤0.01% | 368 |
|
|
2020
Q4 | $24K | Buy |
+1,658
| New | +$24K | ﹤0.01% | 387 |
|