HWAM
Hennion & Walsh Asset Management’s HBT Financial HBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
18,083
+6,296
| +53% | +$159K | 0.02% | 699 |
|
|
2025
Q1 | $264K | Buy |
+11,787
| New | +$264K | 0.01% | 785 |
|
|
2024
Q4 | – | Sell |
-11,905
| Closed | -$260K | – | 880 |
|
|
2024
Q3 | $260K | Sell |
11,905
-314
| -3% | -$6.87K | 0.01% | 780 |
|
|
2024
Q2 | $250K | Sell |
12,219
-59
| -0.5% | -$1.21K | 0.01% | 770 |
|
|
2024
Q1 | $234K | Sell |
12,278
-111
| -0.9% | -$2.11K | 0.01% | 760 |
|
|
2023
Q4 | $262K | Sell |
12,389
-128
| -1% | -$2.7K | 0.01% | 713 |
|
|
2023
Q3 | $228K | Sell |
12,517
-283
| -2% | -$5.16K | 0.01% | 718 |
|
|
2023
Q2 | $236K | Buy |
+12,800
| New | +$236K | 0.01% | 719 |
|