Bartlett & Co Wealth Management’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
7,533
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $182K | Hold |
7,533
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $232K | Hold |
7,533
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $209K | Hold |
7,533
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $301K | Sell |
7,533
-250
| -3% | -$10K | ﹤0.01% | 391 |
|
|
2024
Q1 | $391K | Hold |
7,783
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $380K | Hold |
7,783
| – | – | 0.01% | 383 |
|
|
2023
Q3 | $329K | Sell |
7,783
-130
| -2% | -$5.5K | 0.01% | 390 |
|
|
2023
Q2 | $406K | Buy |
7,913
+7,713
| +3,857% | +$396K | 0.01% | 369 |
|
|
2023
Q1 | $9.51K | Hold |
200
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $8.53K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $7.34K | Hold |
200
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $8.19K | Buy |
+200
| New | +$8.19K | ﹤0.01% | 914 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$8.53K | – | 597 |
|
|
2021
Q3 | $8.53K | Buy |
+200
| New | +$8.53K | ﹤0.01% | 719 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$5K | – | 869 |
|
|
2019
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $4.63K | Buy |
+150
| New | +$4.63K | ﹤0.01% | 785 |
|