Global Retirement Partners’s Hillman Solutions HLMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.39K	Buy	623 +198	+47%	+$1.78K	﹤0.01%	3413
2025 Q3	$3.9K	Hold	425	–	–	﹤0.01%	3066
2025 Q2	$3.04K	Buy	+425	New	+$3.18K	﹤0.01%	3085
2024 Q4	$3.91K	Hold	401	–	–	﹤0.01%	2800
2024 Q3	$4.24K	Sell	401 -741	-65%	-$7.15K	﹤0.01%	2636
2024 Q2	$10.1K	Hold	1,142	–	–	﹤0.01%	2319
2024 Q1	$12.2K	Hold	1,142	–	–	﹤0.01%	2035
2023 Q4	$10.3K	Hold	1,142	–	–	﹤0.01%	2060
2023 Q3	$9.13K	Buy	1,142 +77	+7%	+$700	﹤0.01%	1988
2023 Q2	$9.6K	Buy	1,065 +439	+70%	+$3.66K	﹤0.01%	1981
2023 Q1	$5.13K	Buy	626 +406	+185%	+$3.53K	﹤0.01%	2150
2022 Q4	$1.59K	Hold	220	–	–	﹤0.01%	2439
2022 Q3	$2K	Hold	220	–	–	﹤0.01%	2244
2022 Q2	$2K	Hold	220	–	–	﹤0.01%	2207
2022 Q1	$2K	Buy	+220	New	+$2.17K	﹤0.01%	2190
2021 Q4	–	Sell	-3,171	Closed	-$38K	–	899
2021 Q3	$38K	Hold	3,171	–	–	﹤0.01%	945
2021 Q2	$39K	Buy	3,171 +78	+3%	+$869	﹤0.01%	963
2021 Q1	$31K	Buy	+3,093	New	+$32.4K	﹤0.01%	960