Mount Yale Investment Advisors’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 | – | Sell |
-31,659
| Closed | -$278K | – | 1501 |
|
|
2025
Q1 | $278K | Buy |
31,659
+7,527
| +31% | +$66.2K | 0.02% | 460 |
|
|
2024
Q4 | $235K | Sell |
24,132
-4,200
| -15% | -$40.9K | 0.02% | 500 |
|
|
2024
Q3 | $299K | Buy |
28,332
+87
| +0.3% | +$919 | 0.03% | 438 |
|
|
2024
Q2 | $250K | Sell |
28,245
-5,052
| -15% | -$44.7K | 0.02% | 481 |
|
|
2024
Q1 | $354K | Buy |
33,297
+17,861
| +116% | +$190K | 0.03% | 414 |
|
|
2023
Q4 | $142K | Sell |
15,436
-8,721
| -36% | -$80.3K | 0.01% | 482 |
|
|
2023
Q3 | $199K | Buy |
+24,157
| New | +$199K | 0.02% | 478 |
|