Clearstead Advisors’s Hamilton Beach Brands HBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
922
| – | – | ﹤0.01% | 1697 |
|
|
2025
Q1 | $17.9K | Hold |
922
| – | – | ﹤0.01% | 1450 |
|
|
2024
Q4 | $15.5K | Hold |
922
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q3 | $28.1K | Hold |
922
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q2 | $15.9K | Hold |
922
| – | – | ﹤0.01% | 1441 |
|
|
2024
Q1 | $16.7K | Hold |
922
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $16.1K | Sell |
922
-922
| -50% | -$16.1K | ﹤0.01% | 975 |
|
|
2023
Q3 | $22.9K | Buy |
1,844
+922
| +100% | +$11.4K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $8.91K | Hold |
922
| – | – | ﹤0.01% | 998 |
|
|
2023
Q1 | $9.44K | Buy |
922
+722
| +361% | +$7.39K | ﹤0.01% | 957 |
|
|
2022
Q4 | $2.48K | Hold |
200
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 915 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 887 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 826 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 739 |
|
|
2020
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 722 |
|