HPIA
Hamilton Point Investment Advisors’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
22,707
-570
| -2% | -$139K | 0.91% | 40 |
|
|
2025
Q1 | $5.66M | Buy |
23,277
+60
| +0.3% | +$14.6K | 1.02% | 41 |
|
|
2024
Q4 | $5.27M | Buy |
23,217
+432
| +2% | +$98K | 0.93% | 40 |
|
|
2024
Q3 | $4.92M | Sell |
22,785
-136
| -0.6% | -$29.4K | 0.87% | 45 |
|
|
2024
Q2 | $4.53M | Buy |
22,921
+399
| +2% | +$78.9K | 0.86% | 47 |
|
|
2024
Q1 | $4.63M | Sell |
22,522
-108
| -0.5% | -$22.2K | 0.89% | 47 |
|
|
2023
Q4 | $4.67M | Buy |
22,630
+557
| +3% | +$115K | 0.93% | 46 |
|
|
2023
Q3 | $3.97M | Sell |
22,073
-20,054
| -48% | -$3.61M | 0.98% | 45 |
|
|
2023
Q2 | $7.01M | Sell |
42,127
-2,016
| -5% | -$335K | 1.68% | 22 |
|
|
2023
Q1 | $6.5M | Buy |
44,143
+459
| +1% | +$67.6K | 1.58% | 25 |
|
|
2022
Q4 | $5.89M | Buy |
43,684
+167
| +0.4% | +$22.5K | 1.62% | 25 |
|
|
2022
Q3 | $6.31M | Buy |
43,517
+102
| +0.2% | +$14.8K | 1.92% | 22 |
|
|
2022
Q2 | $6.22M | Buy |
43,415
+498
| +1% | +$71.3K | 1.81% | 22 |
|
|
2022
Q1 | $6.71M | Buy |
42,917
+1,182
| +3% | +$185K | 1.73% | 24 |
|
|
2021
Q4 | $7.66M | Buy |
41,735
+867
| +2% | +$159K | 1.82% | 24 |
|
|
2021
Q3 | $6.84M | Sell |
40,868
-311
| -0.8% | -$52K | 1.82% | 21 |
|
|
2021
Q2 | $6.68M | Sell |
41,179
-218
| -0.5% | -$35.3K | 1.81% | 22 |
|
|
2021
Q1 | $6.36M | Buy |
41,397
+420
| +1% | +$64.5K | 1.84% | 26 |
|
|
2020
Q4 | $6.3M | Sell |
40,977
-154
| -0.4% | -$23.7K | 1.99% | 25 |
|
|
2020
Q3 | $5.45M | Buy |
41,131
+347
| +0.9% | +$46K | 1.92% | 24 |
|
|
2020
Q2 | $5.17M | Buy |
40,784
+753
| +2% | +$95.4K | 1.99% | 24 |
|
|
2020
Q1 | $3.82M | Buy |
40,031
+986
| +3% | +$94K | 1.78% | 26 |
|
|
2019
Q4 | $4.85M | Buy |
39,045
+290
| +0.7% | +$36K | 1.84% | 25 |
|
|
2019
Q3 | $4.84M | Buy |
38,755
+1,645
| +4% | +$206K | 1.98% | 19 |
|
|
2019
Q2 | $4.76M | Buy |
37,110
+415
| +1% | +$53.2K | 2.03% | 18 |
|
|
2019
Q1 | $3.82M | Buy |
36,695
+45
| +0.1% | +$4.69K | 1.7% | 27 |
|
|
2018
Q4 | $3.55M | Buy |
36,650
+808
| +2% | +$78.2K | 1.8% | 24 |
|
|
2018
Q3 | $4.75M | Buy |
35,842
+190
| +0.5% | +$25.2K | 2.22% | 13 |
|
|
2018
Q2 | $4.12M | Buy |
35,652
+280
| +0.8% | +$32.3K | 2.04% | 19 |
|
|
2018
Q1 | $3.89M | Buy |
35,372
+1,140
| +3% | +$125K | 1.98% | 20 |
|
|
2017
Q4 | $3.11M | Buy |
34,232
+1,311
| +4% | +$119K | 1.63% | 26 |
|
|
2017
Q3 | $2.67M | Buy |
32,921
+320
| +1% | +$26K | 1.45% | 29 |
|
|
2017
Q2 | $2.46M | Sell |
32,601
-25
| -0.1% | -$1.89K | 1.38% | 34 |
|
|
2017
Q1 | $2.22M | Sell |
32,626
-505
| -2% | -$34.3K | 1.26% | 35 |
|
|
2016
Q4 | $2.2M | Buy |
33,131
+420
| +1% | +$27.9K | 1.36% | 35 |
|
|
2016
Q3 | $2.22M | Buy |
32,711
+1,225
| +4% | +$83K | 1.39% | 33 |
|
|
2016
Q2 | $2.05M | Buy |
31,486
+1,370
| +5% | +$89.3K | 1.34% | 35 |
|
|
2016
Q1 | $1.79M | Buy |
30,116
+280
| +0.9% | +$16.6K | 1.19% | 41 |
|
|
2015
Q4 | $1.6M | Buy |
29,836
+2,950
| +11% | +$158K | 1.11% | 44 |
|
|
2015
Q3 | $1.49M | Buy |
26,886
+1,630
| +6% | +$90.2K | 1.17% | 41 |
|
|
2015
Q2 | $1.26M | Buy |
25,256
+500
| +2% | +$25K | 1.02% | 46 |
|
|
2015
Q1 | $1.36M | Sell |
24,756
-30
| -0.1% | -$1.65K | 1.12% | 40 |
|
|
2014
Q4 | $1.15M | Buy |
+24,786
| New | +$1.15M | 0.99% | 52 |
|