HWM
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Hohimer Wealth Management’s Interactive Brokers IBKR Stock Holding History

Hohimer Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,025
Closed -$711K – 273
2024
Q4 		$711K Buy
4,025
+18
+0.4% +$3.18K 0.13% 130
2024
Q3 		$558K Buy
4,007
+157
+4% +$21.9K 0.12% 134
2024
Q2 		$472K Buy
+3,850
New +$472K 0.11% 151