HWA
HHM Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
245
| – | – | 0.02% | 251 |
|
|
2025
Q1 | $125K | Hold |
245
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $122K | Buy |
245
+7
| +3% | +$3.49K | 0.02% | 242 |
|
|
2024
Q3 | $123K | Buy |
238
+9
| +4% | +$4.66K | 0.02% | 229 |
|
|
2024
Q2 | $102K | Hold |
229
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $97.4K | Hold |
229
| – | – | 0.02% | 209 |
|
|
2023
Q4 | $101K | Buy |
229
+60
| +36% | +$26.4K | 0.02% | 206 |
|
|
2023
Q3 | $61.8K | Hold |
169
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $67.8K | Sell |
169
-7
| -4% | -$2.81K | 0.01% | 246 |
|
|
2023
Q1 | $60.7K | Hold |
176
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $58.9K | Sell |
176
-31
| -15% | -$10.4K | 0.01% | 224 |
|
|
2022
Q3 | $63K | Hold |
207
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $70K | Sell |
207
-167
| -45% | -$56.5K | 0.02% | 234 |
|
|
2022
Q1 | $153K | Sell |
374
-193
| -34% | -$79K | 0.04% | 167 |
|
|
2021
Q4 | $268K | Buy |
567
+360
| +174% | +$170K | 0.06% | 116 |
|
|
2021
Q3 | $88K | Hold |
207
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $85K | Hold |
207
| – | – | 0.02% | 225 |
|
|
2021
Q1 | $73K | Hold |
207
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $68K | Hold |
207
| – | – | 0.02% | 223 |
|
|
2020
Q3 | $75K | Hold |
207
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $68K | Hold |
207
| – | – | 0.03% | 197 |
|
|
2020
Q1 | $51K | Buy |
+207
| New | +$51K | 0.02% | 202 |
|