Creative Planning’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 | $113K | Sell |
15,788
-5,965
| -27% | -$42.6K | ﹤0.01% | 3382 |
|
|
2025
Q1 | $191K | Sell |
21,753
-26,348
| -55% | -$232K | ﹤0.01% | 3081 |
|
|
2024
Q4 | $469K | Buy |
48,101
+20,491
| +74% | +$200K | ﹤0.01% | 2283 |
|
|
2024
Q3 | $292K | Buy |
27,610
+12,957
| +88% | +$137K | ﹤0.01% | 2542 |
|
|
2024
Q2 | $130K | Buy |
14,653
+4,282
| +41% | +$37.9K | ﹤0.01% | 2774 |
|
|
2024
Q1 | $110K | Buy |
+10,371
| New | +$110K | ﹤0.01% | 2679 |
|