HWA
HHM Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$485 | – | 987 |
|
|
2024
Q4 | $485 | Buy |
+1
| New | +$485 | ﹤0.01% | 920 |
|
|
2024
Q2 | – | Sell |
-42
| Closed | -$20K | – | 822 |
|
|
2024
Q1 | $20K | Hold |
42
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $18.9K | Hold |
42
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $14.4K | Hold |
42
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $14.7K | Hold |
42
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $13.7K | Buy |
+42
| New | +$13.7K | ﹤0.01% | 468 |
|