HWM
Hohimer Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
1,422
+25
| +2% | +$14.4K | 0.15% | 127 |
|
|
2025
Q1 | $790K | Sell |
1,397
-153
| -10% | -$86.5K | 0.15% | 124 |
|
|
2024
Q4 | $930K | Buy |
1,550
+11
| +0.7% | +$6.6K | 0.18% | 116 |
|
|
2024
Q3 | $897K | Buy |
1,539
+45
| +3% | +$26.2K | 0.19% | 118 |
|
|
2024
Q2 | $720K | Buy |
+1,494
| New | +$720K | 0.17% | 138 |
|
|
2021
Q1 | – | Sell |
-3,462
| Closed | -$1.55M | – | 201 |
|
|
2020
Q4 | $1.55M | Hold |
3,462
| – | – | 0.41% | 78 |
|
|
2020
Q3 | $1.26M | Sell |
3,462
-776
| -18% | -$282K | 0.36% | 94 |
|
|
2020
Q2 | $1.42M | Hold |
4,238
| – | – | 0.49% | 77 |
|
|
2020
Q1 | $1.41M | Sell |
4,238
-224
| -5% | -$74.3K | 0.59% | 69 |
|
|
2019
Q4 | $1.15M | Buy |
+4,462
| New | +$1.15M | 0.4% | 114 |
|