Crestwood Advisors Group’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 | $276K | Sell |
15,400
-42
| -0.3% | -$751 | ﹤0.01% | 461 |
|
|
2025
Q1 | $300K | Buy |
15,442
+42
| +0.3% | +$816 | 0.01% | 421 |
|
|
2024
Q4 | $259K | Sell |
15,400
-51
| -0.3% | -$858 | ﹤0.01% | 402 |
|
|
2024
Q3 | $470K | Buy |
15,451
+51
| +0.3% | +$1.55K | 0.01% | 300 |
|
|
2024
Q2 | $265K | Hold |
15,400
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $375K | Hold |
15,400
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $269K | Hold |
15,400
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $191K | Buy |
+15,400
| New | +$191K | 0.01% | 350 |
|