HWMG
Hurlow Wealth Management Group’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
988
| – | – | 0.12% | 72 |
|
|
2025
Q1 | $449K | Hold |
988
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $475K | Sell |
988
-31
| -3% | -$14.9K | 0.15% | 65 |
|
|
2024
Q3 | $469K | Hold |
1,019
| – | – | 0.15% | 67 |
|
|
2024
Q2 | $416K | Sell |
1,019
-24
| -2% | -$9.8K | 0.14% | 74 |
|
|
2024
Q1 | $474K | Hold |
1,043
| – | – | 0.17% | 66 |
|
|
2023
Q4 | $498K | Hold |
1,043
| – | – | 0.19% | 60 |
|
|
2023
Q3 | $456K | Hold |
1,043
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $418K | Hold |
1,043
| – | – | 0.18% | 67 |
|
|
2023
Q1 | $433K | Sell |
1,043
-1
| -0.1% | -$415 | 0.2% | 62 |
|
|
2022
Q4 | $419K | Sell |
1,044
-227
| -18% | -$91.1K | 0.22% | 64 |
|
|
2022
Q3 | $509K | Sell |
1,271
-35
| -3% | -$14K | 0.3% | 49 |
|
|
2022
Q2 | $502K | Hold |
1,306
| – | – | 0.29% | 48 |
|
|
2022
Q1 | $567K | Hold |
1,306
| – | – | 0.35% | 44 |
|
|
2021
Q4 | $395K | Hold |
1,306
| – | – | 0.31% | 56 |
|
|
2021
Q3 | $516K | Hold |
1,306
| – | – | 0.31% | 48 |
|
|
2021
Q2 | $438K | Hold |
1,306
| – | – | 0.29% | 55 |
|
|
2021
Q1 | $403K | Hold |
1,306
| – | – | 0.29% | 60 |
|
|
2020
Q4 | $434K | Sell |
1,306
-29
| -2% | -$9.64K | 0.34% | 52 |
|
|
2020
Q3 | $447K | Hold |
1,335
| – | – | 0.41% | 44 |
|
|
2020
Q2 | $457K | Sell |
1,335
-9
| -0.7% | -$3.08K | 0.44% | 39 |
|
|
2020
Q1 | $372K | Hold |
1,344
| – | – | 0.4% | 58 |
|
|
2019
Q4 | $363K | Sell |
1,344
-6
| -0.4% | -$1.62K | 0.36% | 62 |
|
|
2019
Q3 | $329K | Hold |
1,350
| – | – | 0.35% | 73 |
|
|
2019
Q2 | $382K | Hold |
1,350
| – | – | 0.4% | 53 |
|
|
2019
Q1 | $372K | Sell |
1,350
-19
| -1% | -$5.24K | 0.4% | 56 |
|
|
2018
Q4 | $293K | Buy |
+1,369
| New | +$293K | 0.35% | 71 |
|