HB Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.8M | Buy |
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|
2025
Q2 | $2.78M | Sell |
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|
2025
Q1 | $17.2M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $19.1M | Sell |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $12.2M | Hold |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $7.9M | Buy |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $4.29M | Buy |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.32M | Buy |
|