HWM
XYZ

Hohimer Wealth Management’s Block, Inc. XYZ Stock Holding History

Hohimer Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,901
Closed -$1.35M – 283
2024
Q4 		$1.35M Buy
15,901
+68
+0.4% +$5.78K 0.25% 102
2024
Q3 		$1.06M Buy
15,833
+580
+4% +$38.9K 0.23% 113
2024
Q2 		$984K Buy
+15,253
New +$984K 0.23% 123