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Hohimer Wealth Management’s Carriage Services CSV Stock Holding History

Hohimer Wealth Management’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Sell
4,490
-1,966
-30% -$89.9K 0.04% 236
2025
Q1 		$250K Buy
6,456
+255
+4% +$9.88K 0.05% 207
2024
Q4 		$247K Buy
+6,201
New +$247K 0.05% 205