Charles Schwab’s Hamilton Insurance Group HG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
165,630
+65,438
| +65% | +$1.41M | ﹤0.01% | 2469 |
|
|
2025
Q1 | $2.08M | Sell |
100,192
-27,944
| -22% | -$579K | ﹤0.01% | 2606 |
|
|
2024
Q4 | $2.44M | Buy |
128,136
+17,342
| +16% | +$330K | ﹤0.01% | 2613 |
|
|
2024
Q3 | $2.14M | Buy |
110,794
+70,732
| +177% | +$1.37M | ﹤0.01% | 2691 |
|
|
2024
Q2 | $667K | Buy |
40,062
+2,225
| +6% | +$37K | ﹤0.01% | 3076 |
|
|
2024
Q1 | $527K | Buy |
+37,837
| New | +$527K | ﹤0.01% | 3007 |
|