Heritage Wealth Management (California)’s Hims & Hers Health HIMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$803K	Hold	16,111	–	–	0.54%	43
2025 Q1	$476K	Sell	16,111 -24	-0.1%	-$709	0.36%	49
2024 Q4	$390K	Buy	16,135 +24	+0.1%	+$580	0.28%	55
2024 Q3	$297K	Buy	+16,111	New	+$297K	0.21%	59