HB Wealth Management’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
69,008
-10,188
-13% -$334K 0.02% 340
2025
Q1
$2.45M Buy
79,196
+54,752
+224% +$1.7M 0.02% 338
2024
Q4
$644K Buy
24,444
+3,756
+18% +$98.9K 0.01% 536
2024
Q3
$588K Buy
20,688
+384
+2% +$10.9K 0.01% 532
2024
Q2
$539K Buy
20,304
+4,900
+32% +$130K 0.01% 518
2024
Q1
$350K Sell
15,404
-18,312
-54% -$417K ﹤0.01% 603
2023
Q4
$734K Sell
33,716
-6,403
-16% -$139K 0.01% 370
2023
Q3
$816K Hold
40,119
0.01% 328
2023
Q2
$838K Buy
40,119
+28,708
+252% +$600K 0.01% 315
2023
Q1
$252K Buy
11,411
+1,394
+14% +$30.8K ﹤0.01% 586
2022
Q4
$221K Sell
10,017
-4,335
-30% -$95.5K ﹤0.01% 618
2022
Q3
$251K Buy
14,352
+3,439
+32% +$60.1K 0.01% 477
2022
Q2
$203K Sell
10,913
-6,574
-38% -$122K ﹤0.01% 550
2022
Q1
$400K Buy
+17,487
New +$400K 0.01% 385