Integrated Wealth Concepts’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
41,527
+79
| +0.2% | +$563 | ﹤0.01% | 1554 |
|
|
2025
Q1 | $364K | Buy |
41,448
+27
| +0.1% | +$237 | ﹤0.01% | 1303 |
|
|
2024
Q4 | $403K | Sell |
41,421
-45
| -0.1% | -$438 | ﹤0.01% | 1225 |
|
|
2024
Q3 | $438K | Sell |
41,466
-6,390
| -13% | -$67.5K | 0.01% | 1145 |
|
|
2024
Q2 | $424K | Hold |
47,856
| – | – | 0.01% | 1128 |
|
|
2024
Q1 | $509K | Hold |
47,856
| – | – | 0.01% | 1051 |
|
|
2023
Q4 | $441K | Hold |
47,856
| – | – | 0.01% | 1052 |
|
|
2023
Q3 | $395K | Buy |
47,856
+10,589
| +28% | +$87.4K | 0.01% | 1091 |
|
|
2023
Q2 | $336K | Buy |
+37,267
| New | +$336K | 0.01% | 1173 |
|