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Cherry Tree Wealth Management’s Hawkins HWKN Stock Holding History

Cherry Tree Wealth Management’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-148
Closed -$21K – 593
2025
Q4 		$21K Hold
148
– – ﹤0.01% 351
2025
Q3 		$27K Hold
148
– – 0.01% 308
2025
Q2 		$21K Hold
148
– – ﹤0.01% 339
2025
Q1 		$15.7K Hold
148
– – ﹤0.01% 374
2024
Q4 		$18.2K Sell
148
-107
-42% -$13.5K ﹤0.01% 349
2024
Q3 		$32.5K Hold
255
– – 0.01% 294
2024
Q2 		$23.2K Hold
255
– – 0.01% 314
2024
Q1 		$19.6K Hold
255
– – ﹤0.01% 318
2023
Q4 		$18K Hold
255
– – ﹤0.01% 313
2023
Q3 		$15K Hold
255
– – ﹤0.01% 308
2023
Q2 		$12.2K Buy
+255
New +$11.5K ﹤0.01% 324

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State Street
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VCM
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VPM
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Geode Capital Management
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Dimensional Fund Advisors
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WA
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BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return