Corient Private Wealth’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
143,791
-4,791
| -3% | -$34.2K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $1.31M | Sell |
148,582
-780
| -0.5% | -$6.86K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $1.45M | Sell |
149,362
-679
| -0.5% | -$6.61K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $1.58M | Sell |
150,041
-1,942
| -1% | -$20.5K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $1.35M | Sell |
151,983
-381
| -0.3% | -$3.37K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $1.62M | Sell |
152,364
-1,960
| -1% | -$20.9K | ﹤0.01% | 1124 |
|
|
2023
Q4 | $1.42M | Sell |
154,324
-428
| -0.3% | -$3.94K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $1.28M | Buy |
+154,752
| New | +$1.28M | ﹤0.01% | 1106 |
|