HWAM
SBDS

Hennion & Walsh Asset Management’s Solo Brands Inc SBDS Stock Holding History

Hennion & Walsh Asset Management’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,676
Closed -$32.1K – 982
2025
Q2 		$32.1K Sell
2,676
-113
-4% -$638 ﹤0.01% 916
2025
Q1 		$18.7K Sell
2,789
-44
-2% -$1.35K ﹤0.01% 867
2024
Q4 		$129K Sell
2,833
-33
-1% -$1.64K 0.01% 838
2024
Q3 		$162K Sell
2,866
-17
-0.6% -$1.21K 0.01% 851
2024
Q2 		$263K Sell
2,883
-52
-2% -$4.1K 0.01% 760
2024
Q1 		$255K Buy
2,935
+922
+46% +$106K 0.01% 743
2023
Q4 		$496K Buy
2,013
+877
+77% +$171K 0.03% 549
2023
Q3 		$232K Buy
+1,136
New +$248K 0.01% 712

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