Keebeck Wealth Management’s Hamilton Lane HLNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
12,565
-105
| -0.8% | -$15K | 0.23% | 107 |
|
|
2025
Q1 | $1.89M | Sell |
12,670
-90
| -0.7% | -$13.4K | 0.28% | 98 |
|
|
2024
Q4 | $1.9M | Sell |
12,760
-85
| -0.7% | -$12.6K | 0.27% | 94 |
|
|
2024
Q3 | $2.17M | Sell |
12,845
-567
| -4% | -$95.8K | 0.31% | 83 |
|
|
2024
Q2 | $1.66M | Sell |
13,412
-4,342
| -24% | -$539K | 0.24% | 102 |
|
|
2024
Q1 | $2.01M | Buy |
17,754
+806
| +5% | +$91.2K | 0.3% | 91 |
|
|
2023
Q4 | $1.93M | Buy |
16,948
+3,542
| +26% | +$403K | 0.32% | 84 |
|
|
2023
Q3 | $1.22M | Buy |
13,406
+1,306
| +11% | +$119K | 0.21% | 110 |
|
|
2023
Q2 | $972K | Buy |
12,100
+6,774
| +127% | +$544K | 0.13% | 130 |
|
|
2023
Q1 | $396K | Buy |
+5,326
| New | +$396K | 0.06% | 180 |
|