BP
HTO

Ballentine Partners’s H2O America Common Stock HTO Stock Holding History

Ballentine Partners’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
+7,714
New +$401K 0.01% 566
2025
Q1 		– Sell
-6,943
Closed -$342K – 987
2024
Q4 		$342K Buy
6,943
+1,452
+26% +$71.5K 0.01% 547
2024
Q3 		$319K Buy
+5,491
New +$319K 0.01% 564