HWM
Hemington Wealth Management’s Lifestance Health LFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
376,101
-32
| -0% | -$165 | 0.28% | 32 |
|
|
2025
Q1 | $2.51M | Buy |
376,133
+48
| +0% | +$320 | 0.39% | 29 |
|
|
2024
Q4 | $2.77M | Buy |
376,085
+118
| +0% | +$869 | 0.7% | 26 |
|
|
2024
Q3 | $2.52M | Buy |
375,967
+26
| +0% | +$174 | 0.68% | 27 |
|
|
2024
Q2 | $1.85M | Sell |
375,941
-10,796
| -3% | -$53K | 0.62% | 31 |
|
|
2024
Q1 | $2.39M | Sell |
386,737
-44,998
| -10% | -$278K | 0.86% | 23 |
|
|
2023
Q4 | $3.38M | Sell |
431,735
-30,000
| -6% | -$235K | 1.3% | 15 |
|
|
2023
Q3 | $3.17M | Sell |
461,735
-20,000
| -4% | -$137K | 1.51% | 13 |
|
|
2023
Q2 | $4.4M | Sell |
481,735
-70,000
| -13% | -$639K | 1.78% | 11 |
|
|
2023
Q1 | $4.1M | Sell |
551,735
-80,000
| -13% | -$594K | 1.65% | 13 |
|
|
2022
Q4 | $3.12M | Sell |
631,735
-10,000
| -2% | -$49.4K | 1.34% | 15 |
|
|
2022
Q3 | $4.25M | Sell |
641,735
-60,000
| -9% | -$397K | 1.85% | 11 |
|
|
2022
Q2 | $3.9M | Buy |
+701,735
| New | +$3.9M | 1.55% | 13 |
|