Clearstead Advisors’s Hims & Hers Health HIMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.8K	Sell	1,338 -985	-42%	-$23.3K	﹤0.01%	1380
2025 Q4	$75.4K	Buy	2,323 +425	+22%	+$18.2K	﹤0.01%	1221
2025 Q3	$108K	Sell	1,898 -103	-5%	-$5.28K	﹤0.01%	1030
2025 Q2	$99.8K	Buy	2,001 +930	+87%	+$42K	﹤0.01%	1059
2025 Q1	$31.6K	Buy	1,071 +67	+7%	+$2.49K	﹤0.01%	1288
2024 Q4	$24.3K	Buy	1,004 +84	+9%	+$2.08K	﹤0.01%	1327
2024 Q3	$16.9K	Hold	920	–	–	﹤0.01%	1468
2024 Q2	$18.6K	Hold	920	–	–	﹤0.01%	1399
2024 Q1	$11.9K	Hold	920	–	–	﹤0.01%	1030
2023 Q4	$8.19K	Buy	+920	New	+$6.8K	﹤0.01%	1097
2023 Q1	–	Sell	-750	Closed	-$4.81K	–	1394
2022 Q4	$4.81K	Hold	750	–	–	﹤0.01%	989
2022 Q3	$4K	Hold	750	–	–	﹤0.01%	998
2022 Q2	$3K	Hold	750	–	–	﹤0.01%	1054
2022 Q1	$4K	Hold	750	–	–	﹤0.01%	1103
2021 Q4	$5K	Buy	+750	New	+$5.42K	﹤0.01%	1000