INVST’s Hims & Hers Health HIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,168
| Closed | -$475K | – | 270 |
|
|
2024
Q2 | $475K | Hold |
22,168
| – | – | 0.05% | 170 |
|
|
2024
Q1 | $347K | Hold |
22,168
| – | – | 0.04% | 181 |
|
|
2023
Q4 | $209K | Hold |
22,168
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $139K | Sell |
22,168
-5,500
| -20% | -$34.6K | 0.02% | 184 |
|
|
2023
Q2 | $260K | Hold |
27,668
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $319K | Buy |
27,668
+680
| +3% | +$7.85K | 0.05% | 139 |
|
|
2022
Q4 | $223K | Hold |
26,988
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $135K | Hold |
26,988
| – | – | 0.02% | 165 |
|
|
2022
Q2 | $184K | Buy |
26,988
+2,196
| +9% | +$15K | 0.03% | 175 |
|
|
2022
Q1 | $92K | Buy |
24,792
+1,068
| +5% | +$3.96K | 0.02% | 182 |
|
|
2021
Q4 | $113K | Sell |
23,724
-14,332
| -38% | -$68.3K | 0.02% | 177 |
|
|
2021
Q3 | $287K | Buy |
38,056
+2,977
| +8% | +$22.5K | 0.05% | 166 |
|
|
2021
Q2 | $320K | Buy |
35,079
+9,308
| +36% | +$84.9K | 0.05% | 147 |
|
|
2021
Q1 | $319K | Buy |
+25,771
| New | +$319K | 0.06% | 137 |
|