HM Payson & Co’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.37K | Sell |
18
-49
| -73% | -$3.72K | ﹤0.01% | 988 |
|
2024
Q4 | $5.18K | Buy |
67
+43
| +179% | +$3.32K | ﹤0.01% | 899 |
|
2024
Q3 | $1.75K | Buy |
+24
| New | +$1.75K | ﹤0.01% | 983 |
|
2022
Q2 | – | Sell |
-24
| Closed | -$1K | – | 1108 |
|
2022
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1021 |
|
2021
Q1 | – | Sell |
-120
| Closed | -$5K | – | 1167 |
|
2020
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 929 |
|
2020
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 893 |
|
2020
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 798 |
|
2020
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 829 |
|
2019
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 875 |
|
2019
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 887 |
|
2019
Q2 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 886 |
|