HWM
TPR icon

HB Wealth Management’s Tapestry TPR Stock Holding History

HB Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$648K Sell
7,382
-2,317
-24% -$203K 0.01% 647
2025
Q1 		$683K Buy
9,699
+2,584
+36% +$182K 0.01% 650
2024
Q4 		$465K Sell
7,115
-625
-8% -$40.8K ﹤0.01% 637
2024
Q3 		$364K Buy
+7,740
New +$364K ﹤0.01% 686