Hohimer Wealth Management’s ICZOOM Group IZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-71,000
Closed -$335K 193
2023
Q2
$335K Sell
71,000
-9,000
-11% -$30.3K 0.09% 163
2023
Q1
$138K Buy
+80,000
New +$247K 0.04% 177

Hohimer Wealth Management's IZM Position: Q3 2023 in Review

Hohimer Wealth Management sold out of ICZOOM Group (IZM) in Q3 2023, closing a stake of 71,000 shares — an estimated $335K sold.

Hohimer Wealth Management first reported a position in IZM in Q1 2023 and held it in 2 quarters. The position peaked at $335K in Q2 2023. 0 funds tracked by Wall St. Rank hold IZM as of Q3 2023.

  • Hohimer Wealth Management reported no remaining ICZOOM Group position as of Q3 2023 after selling out during the quarter.
  • Hohimer Wealth Management sold 71,000 ICZOOM Group shares in Q3 2023, an estimated $335K.
  • Hohimer Wealth Management first reported a position in ICZOOM Group in Q1 2023 and held it in 2 quarters.
  • Hohimer Wealth Management's ICZOOM Group position peaked at $335K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held ICZOOM Group as of Q3 2023.

Based on Hohimer Wealth Management's 13F filing for Q3 2023, filed 21 Nov 2023.