HB Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
8,347
-1,954
| -19% | -$175K | 0.01% | 597 |
|
|
2025
Q1 | $781K | Buy |
10,301
+1,181
| +13% | +$89.6K | 0.01% | 598 |
|
|
2024
Q4 | $705K | Sell |
9,120
-794
| -8% | -$61.4K | 0.01% | 506 |
|
|
2024
Q3 | $724K | Buy |
9,914
+2,383
| +32% | +$174K | 0.01% | 468 |
|
|
2024
Q2 | $454K | Buy |
7,531
+1,337
| +22% | +$80.6K | 0.01% | 564 |
|
|
2024
Q1 | $391K | Buy |
6,194
+150
| +2% | +$9.47K | ﹤0.01% | 566 |
|
|
2023
Q4 | $351K | Buy |
6,044
+1,268
| +27% | +$73.7K | 0.01% | 549 |
|
|
2023
Q3 | $232K | Buy |
+4,776
| New | +$232K | ﹤0.01% | 656 |
|
|
2023
Q2 | – | Sell |
-4,235
| Closed | -$232K | – | 747 |
|
|
2023
Q1 | $232K | Sell |
4,235
-1,003
| -19% | -$54.8K | ﹤0.01% | 626 |
|
|
2022
Q4 | $321K | Buy |
5,238
+1,608
| +44% | +$98.7K | 0.01% | 498 |
|
|
2022
Q3 | $206K | Buy |
+3,630
| New | +$206K | ﹤0.01% | 539 |
|